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 sectors including Financials. Inception date: 2005-06-30.

CAACX performance shows a YTD return of 9.06%. The 1-year return is 17.76% and the 5-year return is 5.33%. CAACX dividend yield stands at 3.84%, 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%). 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.