Calvert Growth Allocation Fund Class C
CAACX · NMFQS21.60
21.60
USD0.080.37%Sector weight
Sector
Equity %
Category Average
Technology
23.19%
22.54%
Financial Services
18.34%
16.01%
Healthcare
12.86%
11.99%
Industrials
11.91%
12.30%
Consumer Cyclical
9.91%
10.43%
Consumer Defensive
6.52%
5.65%
Communication Services
6.04%
6.99%
Real Estate
4.15%
3.41%
Basic Materials
3.91%
3.61%
Utilities
2.88%
2.72%
Government
2.88%
25.00%
Municipal
2.88%
1.77%
Corporate
2.88%
18.24%
Securitized
2.88%
13.75%
Cash and Equivalents
2.88%
41.20%
Derivative
2.88%
0.04%
Energy
0.31%
4.34%
World Regions
Region
Equity %
Category Average
North America
79.27%
77.22%
Europe Developed
7.87%
9.37%
Japan
4.32%
3.53%
United Kingdom
2.42%
3.80%
Asia Emerging
2.06%
2.10%
Asia Developed
1.68%
2.11%
Australasia
1.30%
0.77%
Africa/Middle East
0.57%
0.32%
Latin America
0.39%
0.72%
Europe Emerging
0.12%
0.07%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
76.89K USD
111.39K USD
162.08K USD
Large
29.03%
24.62%
29.25%
Giant
28.50%
33.88%
39.67%
Medium
23.80%
20.04%
18.14%
Small
6.89%
7.17%
5.12%
Micro
0.36%
1.66%
0.06%
Valuation and Growth
Growth Rates
CAACX.US
Category Average
Price/Prospective Earnings
17.96%
17.79%
Price/Cash Flow
13.67%
12.04%
Price/Book
2.90%
2.77%
Price/Sales
2.27%
2.04%
Dividend Yield
2.01%
2.00%
Valuation Rates
CAACX.US
Category Average
Long-Term Earnings
11.11%
10.32%
Cash-Flow Growth
8.35%
7.88%
Sales Growth
7.93%
8.01%
Historical Earnings
7.12%
7.19%
Book-Value Growth
0.97%
5.37%
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