CAAAX Mutual Fund

CAAAX Mutual Fund (Calvert Growth Allocation Fund Class A) is managed by Calvert with $48.9M in net assets. CAAAX expense ratio is 0.91%, holding 19 positions across various sectors. Inception date: 2005-06-30.

CAAAX performance shows a YTD return of 9.82%. The 1-year return is 13.84% and the 5-year return is 6.89%. CAAAX dividend yield stands at 1.46%.

CAAAX top holdings include Calvert Us Large Cap Growth Rspnb Idx R6 (22.5%), Calvert US Large Cap Core Responsible Index Fund (21.3%), Calvert International Responsible Index Fund (15.0%), Calvert Us Large Cap Value Rspnb Idx R6 (8.8%), Calvert Equity R6 (6.3%). Go to all CAAAX holdings, CAAAX sectors, or CAAAX dividends.

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