Calvert Growth Allocation Fund Class R6
CGARX
NASDAQ
| Weiss Ratings | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Schuyler Hooper (4), Jim Caron (2) | |||
| Website | http://www.calvert.com | |||
| Fund Information | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Calvert Growth Allocation Fund Class R6 | |||
| Category | Global Aggressive Allocation | |||
| Sub-Category | Aggressive Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Feb 01, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.71% | |||
| Dividend | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.60% | |||
| Asset Allocation | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.25% | |||
| Stock | 93.41% | |||
| U.S. Stock | 64.86% | |||
| Non-U.S. Stock | 28.55% | |||
| Bond | 5.21% | |||
| U.S. Bond | 4.65% | |||
| Non-U.S. Bond | 0.56% | |||
| Preferred | 0.06% | |||
| Convertible | 0.02% | |||
| Other Net | 0.05% | |||
| Price History | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -1.03% | |||
| 30-Day Total Return | -1.57% | |||
| 60-Day Total Return | -3.01% | |||
| 90-Day Total Return | -3.01% | |||
| Year to Date Total Return | 9.86% | |||
| 1-Year Total Return | 12.41% | |||
| 2-Year Total Return | 27.12% | |||
| 3-Year Total Return | 57.81% | |||
| 5-Year Total Return | 34.82% | |||
| Price | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $32.51 | |||
| 1-Month Low NAV | $32.43 | |||
| 1-Month High NAV | $33.35 | |||
| 52-Week Low NAV | $27.86 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $33.87 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.86 | |||
| Standard Deviation | 11.37 | |||
| Balance Sheet | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 371.29M | |||
| Operating Ratios | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.61% | |||
| Turnover Ratio | 35.00% | |||
| Performance | CGARX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.88% | |||
| Last Bear Market Total Return | -14.01% | |||