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CGARX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Calvert Growth Allocation R6 (CGARX) Ownership - Who owns Calvert Growth Allocation R6?

The investment seeks long-term capital appreciation... Show more

Profile

Category
Global Aggressive Allocation
Address
Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com

Details

Group
Domestic Stock Funds
Category
Aggressive Allocation
Total Expense Ratio
0.64
Min. Initial Investment
5000000.00
Fund Existence
over 3 years
Turnover
23.00
Front Load
N/A
Net Assets
353275140.00
Manager Tenure
N/A

Fundamentals

CGARX
Net Assets
353M
Fund Existence
over 3 years
Turnover
23.00
Total Expense Ratio
0.64
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000000
Min. Initial Investment IRA
N/A
Morningstar Category
Global Aggressive Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.64
Assets in Top Ten Holdings
284M
Average Credit Quality
12
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
2.19M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
21.00
Number of Net Holdings
21.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.51
Weighting Top Ten Holdings
83.61%
Gain YTD
7.364
Annual Yield % from dividends
1.52
Returns for 1 year
14.07
Returns for 3 years
26.75
Returns for 5 years
N/A
Returns for 10 years
N/A
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These past five trading days, the mutual fund lost 0.00%.
A.I. Advisor
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General Information

Category AggressiveAllocation

Profile
Fundamentals
Details
Category
Global Aggressive Allocation
Address
Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com