Calvert Growth Allocation Fund

Frequently Asked Questions About CAGIX

What are the top holdings of CAGIX?

A machine-readable holdings disclosure for Calvert Growth Allocation Fund (CAGIX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does CAGIX invest in?

Calvert Growth Allocation Fund (CAGIX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is CAGIX most exposed to?

CAGIX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is CAGIX a US-only fund?

The country allocation card on this page shows CAGIX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does CAGIX invest in?

The Calvert Growth Allocation Fund operates as a multi-manager portfolio, seeking to achieve its financial objectives by primarily distributing its capital among various underlying Calvert-managed funds. These subsidiary portfolios focus on both fixed-income and equity investments, all while adhering to the fund's specific selection criteria, which notably incorporate its responsible investing principles. Regarding asset distribution, the fund characteristically dedicates a significant majority—between 80% and 100%—of its net assets to funds primarily invested in common equities. A smaller portion, up to 20% of its net assets, is typically directed towards funds that concentrate on income-generating securities. Additionally, the fund maintains the flexibility to hold a minor percentage, ranging from 0% to 10% of its net assets, in highly liquid instruments such as cash and short-term money market funds.