CAGIX

About CAGIX

Calvert Growth Allocation Fund Class I is a multi-asset mutual fund that employs a fund‑of‑funds approach to pursue long‑term capital appreciation. The strategy primarily allocates to underlying Calvert equity funds—typically 80% to 100% of assets—while reserving up to 20% for fixed‑income funds and a small sleeve for cash or money market instruments, offering an equity‑heavy, aggressive allocation profile. The fund integrates environmental, social, and governance criteria through the Calvert Principles for Responsible Investment, seeking broad, responsibly constructed diversification across U.S. large‑cap core, growth, and value, as well as international developed and emerging markets exposure. Its portfolio is concentrated in a curated set of underlying strategies—around 19 holdings—anchored by Calvert index and active equity funds, with a modest allocation to core bonds for ballast. Benchmarked to the Russell 3000 Index and used within Calvert’s asset allocation suite, the fund serves investors seeking an institutional‑quality, one‑stop vehicle for growth‑oriented, globally diversified equity exposure with integrated ESG research and oversight.