About CAACX
Calvert Growth Allocation Fund Class C is a multi-asset mutual fund that pursues long-term capital appreciation through a diversified, fund‑of‑funds approach. It primarily allocates to underlying Calvert equity strategies, with a typical range of 80% to 100% in stock funds, complemented by smaller allocations to fixed income and cash for balance and liquidity. The fund integrates environmental, social, and governance considerations via the Calvert Principles for Responsible Investment, embedding sustainability analysis alongside traditional financial research across its portfolio. Its underlying holdings span U.S. large-cap core, growth, and value strategies, as well as international developed and emerging markets exposure, providing broad equity diversification with selective fixed‑income ballast. Benchmarked to the Russell 3000 and a blended growth allocation index, the strategy offers investors a single‑ticket solution to access Calvert’s research platform and institutional‑quality managers across asset classes. Established in 2005, the fund distributes annually and is designed for investors seeking a growth‑oriented allocation with systematic ESG integration within a professionally managed, diversified vehicle.
Fund Family Calvert Research and Management
Category Mix Tgt All Agg Gr
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CAACX
Share Class Class C
Index Russell 3000 TR
CAACX had a total return of 13.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.54%.
