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CGARX
Calvert Growth Allocation Fund - Class R6
Analysis
Holdings
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CGARX Mutual Fund Price & Analysis

The Calvert Growth Allocation Fund - Class R6 (CGARX) is a mutual fund that focuses on long-term growth by investing in a diversified portfolio of stocks, bonds, and other securities. It is managed by Calvert Research and Management, a socially responsible investment firm. The fund aims to achieve capital appreciation while also considering environmental, social, and governance factors in its investment decisions. As a Class R6 fund, it is designed for institutional investors and has a lower expense ratio compared to other share classes.

CGARX Mutual Fund Chart & Stats

Previous Close$27.76
Sub-CategoryAsset Allocation
Total Liabilities327.75K
Last Dividend Ex-Date
Dec 28, 2023
Expense Ratio0.63%
Holding Count18
Brandcalvert social investment fund
Dividend Yield
0.81 (2.9%)
CategoryBalanced
Total Assets359.62M
Shares OutstandingN/A
52-Week Range$23.79 - $28.30

Top 10 Holdings

Name
Weight %
CSXRX
Calvert US Large Cap Core Responsible Index Fund
19.63%
CLVRX
Calvert US Large Cap Value Responsible Index Fund
9.71%
CLGRX
Calvert US Large Cap Growth Responsible Index Fund
9.51%
CIESX
Calvert International Equity Fund
8.56%
CDHRX
Calvert International Responsible Index Fund
8.26%
CEYRX
Calvert Equity Fund
7.94%
CRFRX
Calvert Focused Value Fund
6.34%
CEFIX
Calvert Emerging Markets Advancement Fund
6.16%
COIRX
Calvert International Opportunities Fund
4.78%
CLDIX
Calvert Core Bond Fund
3.94%
Total84.83%
Go to Holdings >

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