Calvert ESG Multi-Asset Aggressive (S:0P0001US4I)
14.59
+1.21
(+9.03%)
USD |
Apr 30 2026
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 May 29, 2026.
Asset Allocation
| Type | % Net |
|---|
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index ETF | 19.25% | 94.10 | 0.60% |
| Calvert US Large-Cap Growth Responsible Indx Fd I | 18.50% | 83.46 | 0.81% |
| iShares ESG Aware MSCI EAFE ETF | 15.00% | 103.53 | 0.13% |
| Calvert US Large-Cap Value Responsible Index Fd I | 7.75% | 39.17 | 0.00% |
| Calvert Bond Fund I | 6.00% | 14.59 | 0.21% |
| Calvert Emerging Markets Advancement Fund I | 5.75% | 19.24 | 0.52% |
| Calvert Emerging Markets Equity Fund I | 5.50% | 30.30 | 0.36% |
| Calvert Equity Fund I | 5.25% | 76.92 | 1.36% |
| Calvert Small/Mid Cap Fund I | 4.50% | 25.18 | -0.28% |
| Calvert International Equity Fund I | 4.50% | 28.65 | 0.10% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |
| Last Annual Report Date | -- |
| Last Prospectus Date | -- |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | -- |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | -- |
| Socially Responsible Fund | -- |