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 various sectors. Inception date: 2016-05-20.
CAGIX performance shows a YTD return of 10.03%. The 1-year return is 14.14% and the 5-year return is 7.11%. CAGIX dividend yield stands at 1.66%.
CAGIX 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 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.