CGARX Mutual Fund

CGARX Mutual Fund (Calvert Growth Allocation Fund Class R6) is managed by Calvert. CGARX expense ratio is 0.61%, holding 19 positions across sectors including Financials. Inception date: 2022-02-01.

CGARX performance shows a YTD return of 9.74%. The 1-year return is 19.05% and the 5-year return is 7.17%. CGARX dividend yield stands at 3.88%, paid annually.

CGARX 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 CGARX holdings, CGARX sectors, or CGARX dividends.

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