Calvert Aggressive Allocation Fund Quote
| CAGIX Fund | USD 28.77 0.03 0.10% |
PerformanceStrong
| Odds Of DistressLow
|
Calvert Aggressive is trading at 28.77 as of the 19th of July 2025; that is 0.1 percent down since the beginning of the trading day. The fund's open price was 28.8. Calvert Aggressive has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80-100 percent of its net assets in funds that invest primarily in equity securities and up to 20 percent of its net assets in funds that invest primarily in income securities. More on Calvert Aggressive Allocation
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Allocation--85%+ Equity, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Aggressive Allocation [CAGIX] is traded in USA and was established 19th of July 2025. Calvert Aggressive is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 322.29 M in assets under management (AUM) with no minimum investment requirementsCalvert Aggressive is currently producing year-to-date (YTD) return of 7.4% with the current yeild of 0.02%, while the total return for the last 3 years was 13.14%.
Check Calvert Aggressive Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Aggressive Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Aggressive Allocation Mutual Fund Constituents
| CCPIX | Calvert Capital Accumulation | Mutual Fund | Mid-Cap Blend | |
| CIESX | Calvert International Equity | Mutual Fund | Foreign Large Growth | |
| CYBIX | Calvert High Yield | Mutual Fund | High Yield Bond | |
| CWVIX | Calvert International Equity | Mutual Fund | Foreign Large Growth | |
| CVMRX | Calvert Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| CSXRX | Calvert Large Cap E | Mutual Fund | Large Blend | |
| COIRX | Calvert International Opportunities | Mutual Fund | Foreign Small/Mid Growth | |
| CMJIX | Calvert Mid Cap | Mutual Fund | Mid-Cap Blend |
Calvert Aggressive Risk Profiles
| Mean Deviation | 0.4936 | |||
| Semi Deviation | 0.4703 | |||
| Standard Deviation | 0.7129 | |||
| Variance | 0.5083 |
Calvert Aggressive Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Aggressive financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Aggressive security.
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