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 CloseN/A

Sub-CategoryAsset Allocation

Total Liabilities332.00K

Last Dividend Ex-Date

Dec 28, 2023

Expense Ratio0.63%

Holding Count18

Brandcalvert social investment fund

Dividend YieldN/A

CategoryBalanced

Total Assets338.93M

Shares OutstandingN/A

52-Week Range― - ―

Top 10 Holdings

CSXRX

Calvert US Large Cap Core Responsible Index Fund

19.93%

CLVRX

Calvert US Large Cap Value Responsible Index Fund

10.09%

CLGRX

Calvert US Large Cap Growth Responsible Index Fund

9.39%

CIESX

Calvert International Equity Fund

7.60%

CDHRX

Calvert International Responsible Index Fund

7.29%

CEYRX

Calvert Equity Fund

6.96%

CEFIX

Calvert Emerging Markets Advancement Fund

6.50%

CRFRX

Calvert Focused Value Fund

6.32%

COIRX

Calvert International Opportunities Fund

4.86%

CLDIX

Calvert Core Bond Fund

3.93%

Total82.87%

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CGARX Mutual Fund Price & Analysis

CGARX Mutual Fund Chart & Stats

Top 10 Holdings

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