Calvert Growth Allocation Fund - Class R6 (CGARX)
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
$32.43
- Previous Close
- $32.43
- Sub-Category
- Asset Allocation
- Total Liabilities
- $296.48K
- Expense Ratio
- 0.61%
- Holding Count
- 17
- Brand
- Calvert Social Investment Fund
- Category
- Balanced
- Total Assets
- 391.59M
- Shares Outstanding
- N/A
- 52-Week Range
- $27.86 - $33.87
Top 10 Holdings
| Name | Weight % |
|---|---|
| CLGRXCalvert US Large-Cap Growth Responsible Index Fund - Class R6 | 22.61% |
| CSXRXCalvert U.S. Large Cap Core Responsible Index Fund - Class R6 | 21.38% |
| CDHRXCalvert International Responsible Index Fund Class R6 | 15.18% |
| CLVRXCalvert US Large-Cap Value Responsible Index Fund - Class R6 | 8.98% |
| CEFIXCalvert Emerging Markets Advancement Fund Class I | 5.95% |
| CEYRXCalvert Equity Fund Class R6 | 5.87% |
| CBORXCalvert Bond Fund Class R6 | 4.80% |
| CIESXCalvert International Equity Fund Class R6 | 3.06% |
| CLDIXCalvert Core Bond Fund Class I | 2.49% |
| CVMRXCalvert Emerging Markets Equity Fund R6 Class | 2.45% |
| Total | 92.77% |
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