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 various sectors. Inception date: 2022-02-01.

CGARX performance shows a YTD return of 10.11%. The 1-year return is 14.22% and the 5-year return is 7.17%. CGARX dividend yield stands at 1.72%.

CGARX 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 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.