CAGIX Mutual Fund
CAGIX Mutual Fund
CAGIX Mutual Fund
Calvert Growth Allocation Fund Class I
CAGIX Mutual Fund Overview
CAGIX Mutual Fund (Calvert Growth Allocation Fund Class I) is managed by Calvert with $48.9M in net assets. CAGIX expense ratio is 0.66%, holding 19 positions across sectors including Financials. Inception date: 2016-05-20.
CAGIX performance shows a YTD return of 9.66%. The 1-year return is 18.96% and the 5-year return is 6.53%. CAGIX dividend yield stands at 3.82%, paid annually.
CAGIX 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 CAGIX holdings, CAGIX sectors, or CAGIX dividends.
CAGIX can be compared against other funds. Use CAGIX overlap to find shared positions, or CAGIX vs another fund for a side-by-side view. CAGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.