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 Unknown, Financials. Inception date: 2016-05-20.

CAGIX performance shows a YTD return of 10.97%. The 1-year return is 20.43% and the 5-year return is 7.02%. CAGIX dividend yield stands at 3.78%, 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%). View all CAGIX holdings, sector breakdown, or dividend history.

CAGIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.