About CAGIX
Calvert Growth Allocation Fund Class I is a multi-asset mutual fund that employs a fund‑of‑funds approach to pursue long‑term capital appreciation. The strategy primarily allocates to underlying Calvert equity funds—typically 80% to 100% of assets—while reserving up to 20% for fixed‑income funds and a small sleeve for cash or money market instruments, offering an equity‑heavy, aggressive allocation profile. The fund integrates environmental, social, and governance criteria through the Calvert Principles for Responsible Investment, seeking broad, responsibly constructed diversification across U.S. large‑cap core, growth, and value, as well as international developed and emerging markets exposure. Its portfolio is concentrated in a curated set of underlying strategies—around 19 holdings—anchored by Calvert index and active equity funds, with a modest allocation to core bonds for ballast. Benchmarked to the Russell 3000 Index and used within Calvert’s asset allocation suite, the fund serves investors seeking an institutional‑quality, one‑stop vehicle for growth‑oriented, globally diversified equity exposure with integrated ESG research and oversight.
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 CAGIX
Share Class Class I
Index Russell 3000 TR
CAGIX had a total return of 14.07% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.88%.
