- 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.
