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Calvert Growth Allocation ICAGIX

Performance (before sales charge)

As of 10/31/2022

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 09/30/2022
Stock
51.68%
Non-U.S. Stock
33.03%
Bond
5.39%
Non-U.S. Bond
0.62%
Preferred
0.06%
Convertible
0.01%
Cash
9.16%
Other
0.05%

Due to rounding, percentages may not equal 100%.

Sectors

As of 09/30/2022

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 09/30/2022

Calvert US Large Cap Value Rspnb Idx I
17.04%
Calvert US Large Cap Core Rspnb Idx R6
13.47%
Calvert International Equity R6
8.51%
Msilf Government Portfolio Msilf Government Portfolio
7.89%
Calvert International Opportunities R6
7.05%
Calvert International Responsible Idx R6
6.51%
Calvert Emerging Markets Advancement I
6.49%
Calvert US Large Cap Growth Rspnb Idx I
5.74%
Calvert Equity R6
5.61%
Calvert Emerging Markets Equity R6
4.88%
Fund assets

$278.75 Million

Share class

Inst

Morningstar category

Allocation--85%+ Equity

Expense ratio

0.67%

Investment objective

Asset Allocation

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