CAACX Mutual Fund
CAACX Mutual Fund
Calvert Growth Allocation Fund Class C
CAACX Mutual Fund Overview
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 sectors including Unknown, Financials. Inception date: 2005-06-30.
CAACX performance shows a YTD return of 10.44%. The 1-year return is 19.24% and the 5-year return is 5.82%. CAACX dividend yield stands at 3.79%, paid annually.
CAACX 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 CAACX holdings, sector breakdown, or dividend history.
CAACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAACX alternatives are available via the screener, along with tax-loss harvesting opportunities.