Calvert ESG Multi-Asset Aggressive (S:0P0001US4I)
13.66
+0.13
(+0.98%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 13, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index ETF | 21.25% | 86.14 | 0.10% |
| Calvert US Large-Cap Value Responsible Index Fd I | 20.25% | 35.45 | -0.28% |
| iShares ESG Aware MSCI EAFE ETF | 12.75% | 98.29 | -0.28% |
| Calvert International Equity Fund I | 9.75% | 27.92 | 0.32% |
| Calvert Equity Fund I | 9.00% | 85.97 | -0.08% |
| Calvert Bond Fund I | 6.00% | 14.82 | -0.07% |
| Calvert Emerging Markets Equity Fund I | 5.00% | 24.23 | 1.00% |
| Calvert Emerging Markets Advancement Fund I | 5.00% | 16.35 | 0.99% |
| Calvert Small/Mid Cap Fund I | 3.00% | 25.43 | -0.31% |
| Calvert Core Bond Fund A | 3.00% | 15.97 | -0.06% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |