Calvert Growth Allocation Fund (CAAAX) Alternatives
Calvert Growth Allocation Fund (CAAAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CAAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CAAAX
CAAAX charges 0.43% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CAAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CAAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CAAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CAAAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | CAAAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CAAAX vs BWBIX |
Best Risk-Adjusted Alternatives to CAAAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CAAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CAAAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CAAAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CAAAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CAAAX vs PMAIX |
Top Performing CAAAX Alternatives (YTD)
CAAAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CAAAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CAAAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CAAAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CAAAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CAAAX vs CONWX |
Lowest Volatility Alternatives to CAAAX
CAAAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CAAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CAAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CAAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CAAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CAAAX vs SICIX |
Lowest Drawdown Alternatives to CAAAX
CAAAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CAAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CAAAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CAAAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CAAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CAAAX vs SICIX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CAAAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CAAAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CAAAX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CAAAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CAAAX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CAAAX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CAAAX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CAAAX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CAAAX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CAAAX vs CFICX |
Often Compared With CAAAX
What investors most often compare with CAAAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | CAAAX vs FXAIX | |
| Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities | 80 | -1.76% | — | CAAAX vs DODFX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | CAAAX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | CAAAX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | CAAAX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | CAAAX vs QBDSX |
Compare CAAAX with Any Fund or Stock
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