CAAAX Mutual Fund

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 Financials. Inception date: 2005-06-30.

CAAAX performance shows a YTD return of 9.52%. The 1-year return is 18.67% and the 5-year return is 6.26%. CAAAX dividend yield stands at 3.63%, 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%). Go to all CAAAX holdings, CAAAX sectors, or CAAAX dividends.

CAAAX can be compared against other funds. Use CAAAX overlap to find shared positions, or CAAAX vs another fund for a side-by-side view. CAAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.