CAAAX Mutual Fund (Calvert Growth Allocation Fund Class A) is managed by Calvert with $48.9M in net assets. CAAAX expense ratio is 0.91%, holding 19 positions across sectors including Unknown, Financials. Inception date: 2005-06-30.

CAAAX performance shows a YTD return of 10.83%. The 1-year return is 20.14% and the 5-year return is 6.75%. CAAAX dividend yield stands at 3.59%, paid annually.

CAAAX top holdings include Calvert US Large Cap Growth Responsible Index Fund (22.6%), Calvert US Large Cap Core Responsible Index Fund (21.2%), Calvert International Responsible Index Fund (11.4%), Calvert US Large Cap Value Responsible Index Fund (8.9%), Calvert International Equity Fund (7.0%). View all CAAAX holdings, sector breakdown, or dividend history.

CAAAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.