Calvert Growth Allocation Fund (CAAAX.O)

At A Glance

You hold CAAAX.O in 0 portfolios

Net Asset Value

21.88USD

 0.08 +0.37%

09/22/2020

Category
Mixed Equity
YTD Return (Cumulative)
 2.00%
Classification
Mix Tgt All Agg Gr
5 Year Return (Annualized)
 9.93%
Manager Benchmark
Lipper M-A Tgt All A IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Total
Return
Consistent
Return
Capital
Preservation
Expense*Tax
Efficiency
Overview
Overall Rating
Peers with Rating
(out of 4929 funds)*
144 Funds
143 Funds
4607 Funds
32 Funds
144 Funds
3 Year Rating
Peers with Rating
(out of 4930 funds)*
144 Funds
143 Funds
4607 Funds
32 Funds
144 Funds
5 Year Rating
Peers with Rating
(out of 4096 funds)*
132 Funds
131 Funds
3798 Funds
32 Funds
132 Funds
10 Year Rating
Peers with Rating
(out of 2420 funds)*
95 Funds
94 Funds
2202 Funds
27 Funds
95 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 12.4%
3Yr Return
 8.1%
5Yr Return
 8.2%

PRPFX's YTD Return outperformed CAAAX.O

YTD Return
 12.4%
3Yr Return
 12.0%
5Yr Return
 11.3%

FZAAX's YTD, 3 year, and 5 year Returns outperformed CAAAX.O

1 ETF »

YTD Return
 23.0%
3Yr Return
 11.6%
5Yr Return
 8.5%

PHDG's YTD and 3 year Returns outperformed CAAAX.O

View Overview Page For