CAACX Mutual Fund

CAACX Mutual Fund (Calvert Growth Allocation Fund Class C) is managed by Calvert with $48.9M in net assets. CAACX expense ratio is 1.66%, holding 19 positions across various sectors. Inception date: 2005-06-30.

CAACX performance shows a YTD return of 9.23%. The 1-year return is 13.00% and the 5-year return is 6.24%. CAACX dividend yield stands at 1.14%.

CAACX top holdings include Calvert Us Large Cap Growth Rspnb Idx R6 (22.5%), Calvert US Large Cap Core Responsible Index Fund (21.3%), Calvert International Responsible Index Fund (15.0%), Calvert Us Large Cap Value Rspnb Idx R6 (8.8%), Calvert Equity R6 (6.3%). Go to all CAACX holdings, CAACX sectors, or CAACX dividends.

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