Calvert Growth Allocation Fund

Calvert Growth Allocation Fund is a registered fund series of Calvert Social Investment Fund (series S000008723). Net assets $348.2M as of 2026-03-31.

Profile

Advisers

Top holdings (19 reported)

Showing 15 of 19 holdings by value.

HoldingTickerValue% of fund
Calvert US Large Cap Growth Responsible Index Fund$78.8M2263.53%
Calvert US Large Cap Core Responsible Index Fund$73.7M2116.73%
Calvert International Responsible Index Fund$39.6M1137.77%
Calvert US Large Cap Value Responsible Index Fund$31.0M890.83%
Calvert International Equity Fund$24.4M700.50%
Calvert Equity Fund$23.1M664.40%
Calvert Emerging Markets Advancement Fund$19.7M567.12%
Calvert Bond Fund$13.9M397.97%
Calvert Core Bond Fund$12.0M344.62%
Calvert Emerging Markets Equity Fund$9.3M267.09%
Calvert Small Cap Fund$7.2M207.96%
Calvert US Mid Cap Core Responsible Index Fund$4.7M135.46%
Calvert Mortgage Access Fund$3.7M105.29%
Calvert Small/Mid-Cap Fund$3.3M93.70%
Calvert High Yield Bond Fund$1.8M52.85%

Net asset history

Report dateNet assets
2026-03-31$348.2M
2025-12-31$372.2M
2025-09-30$366.7M
2025-06-30$358.1M
2025-03-31$333.9M
2024-12-31$346.2M
2024-09-30$359.3M
2024-06-30$340.9M

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