About CGARX
Calvert Growth Allocation Fund Class R6 is a multi‑asset mutual fund that uses a fund‑of‑funds approach to pursue long‑term capital appreciation within an aggressive allocation framework. It typically allocates roughly 80% to 100% of assets to underlying Calvert equity funds, with smaller sleeves in Calvert fixed‑income strategies and cash to balance risk and diversification. The strategy integrates the Calvert Principles for Responsible Investment, applying environmental, social, and governance criteria across its underlying holdings while tapping institutional‑quality managers across asset classes. The portfolio spans U.S. large‑cap core, growth, and value exposures, as well as international developed and emerging markets, complemented by a core bond allocation for ballast. Designed for retirement and large institutional accounts, the R6 share class emphasizes operational efficiency with no 12b‑1 distribution fees and an eligibility threshold geared to employer‑sponsored plans and sizable investors. Within the market, the fund serves as a turnkey growth‑oriented allocation solution, offering broad equity leadership with responsible investing integration and centralized oversight of manager selection and asset mix.
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 CGARX
Share Class Calvert Growth Allcoation Fund Class R6
Index Russell 3000 TR
CGARX had a total return of 14.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.04%.
