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Calvert Growth Allocation Fund Class A (CAAAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 266.99M
Calvert Aggressive Allocation A
27.88
+0.15
+0.54%
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CAAAX Overview
On this page you'll find an in-depth profile of Calvert Growth Allocation Fund Class A. Learn about the key management, total assets, investment strategy and contact information of CAAAX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund is a "fund of funds" that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80%-100% of its net assets in funds that invest primarily in equity securities and up to 20% of its net assets in funds that invest primarily in income securities. The fund may also invest 0% to 10% of net assets in cash and short-term money market instruments.
Contact Information
Address
1825 Connecticut Avenue NW, Suite 400
Washington,DC 20009-5727
United States
Washington,DC 20009-5727
United States
Phone
202-238-2200
Web
www.calvert.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jim Caron | Managing Director | 2024 | Now |
| Biography | Jim is a portfolio manager and senior member of the MSIM Global Fixed Income team and a member of the Asset Allocation Committee focusing on macro strategies. He joined Morgan Stanley in 2006 and has been with financial industry since 1992. Prior to this role, Jim held the position of global head of interest rates, foreign exchange and emerging markets strategy with Morgan Stanley Research. He authored two interest rate publications, the monthly Global Perspectives and the weekly Interest Rate Strategist. Previously, he was a director at Merrill Lynch where he headed the U.S. interest rate strategy group. Prior to that, Jim held various trading positions. He headed the U.S. options trading desk at Sanwa Bank, was a proprietary trader at Tokai Securities and traded U.S. Treasuries at JP Morgan. Jim received a B.A. in physics from Bowdoin College, a B.S. in aeronautical engineering from the California Institute of Technology and an M.B.A in finance from New York University, Stern School of Business. | ||
| Schuyler Hooper | Vice President | 2021 | Now |
| Justin H. Bourgette | Vice President | 2016 | 2024 |
| Biography | Justin Bourgette is a vice president of Eaton Vance Management, director of global income investment strategy and portfolio manager on Eaton Vance's global income team. He is responsible for buy and sell decisions, portfolio construction and risk management. Justin joined Eaton Vance in 2006. Justin began his career in the investment management industry in 2006. Before joining Eaton Vance, he was affiliated with Investors Financial Services as an analyst in corporate finance and with National Grid, where he worked in business planning and engineering. Justin earned a B.S. from Worcester Polytechnic Institute and an M.S., with high honors, from Boston University. He is a CFA charterholder and a member of Eaton Vance's Asset Allocation Committee. | ||
| Dan R. Strelow | Vice President | 2016 | 2022 |
| Biography | Dan Strelow is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Dan began his career in the investment management industry in 1981. He has been affiliated with the Eaton Vance organization since 2005. Before joining the Eaton Vance organization, he was a managing director, CIO of fixed income and fixed-income portfolio manager with State Street Research and Management. He was previously affiliated with First Chicago Investment Advisors. Dan earned a B.A. in economics, magna cum laude, from Pacific Lutheran University and an MBA in finance from the University of Chicago Booth School of Business. He has published various white papers including "Pension Management In A World of Balance" (October 2005), "Solving the Pension Management Riddle" (December 2006), "The Slow March to LDI" (July 2007) and "LDI: More Than Duration-Matching" (Institutional Investor magazine 2008). He is a CFA charterholder and holds the Certificate in Investment Performance Measurement (CIPM) designation. | ||
| Vishal Khanduja | Managing Director | 2015 | 2019 |
| Biography | Vishal is a managing director of Morgan Stanley Investment Management, Co-Head of the Broad Markets Fixed Income team and a portfolio manager. He is responsible for buy and sell decisions and portfolio construction. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2012. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Vishal began his career in the investment management industry in 2005. Before joining Eaton Vance, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. Previously, he was a vice president and portfolio manager at Columbia Threadneedle and associate director of fixed-income analytics at Galliard Capital. Vishal earned a bachelor of engineering from VJTI, Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. He is a member of the CFA Institute and CFA Society Boston. He is a CFA charterholder. | ||
| Brian S. Ellis | Portfolio Manager | 2016 | 2016 |
| Biography | Brian is a managing director of Morgan Stanley Investment Management and a portfolio manager on the Broad Markets Fixed Income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s Broad Markets strategies, including Calvert Research and Management Multi-Sector strategies. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2009. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Brian began his career in the investment management industry in 2006. Before joining Eaton Vance, he worked as a portfolio manager of fixed-income strategies for Calvert Investments. He was previously affiliated with Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA Credential holder. He is a member of the CFA Institute and CFA Society Boston. | ||
| John P. Nichols | Investment Officer | 2015 | 2016 |
| Biography | John P. Nichols, CFA, vice president – Equities, primarily working on Calvert’s subadvisor oversight process. Nichols began his career with Calvert Group in 1980 as an SBA loan and portfolio accountant. Since December 1983, he has been an investment officer in the Portfolio Investment Department. Nichols is holds the Chartered Financial Analyst designation, and he is a member of the association for Investment Management and Research and the Washington Society of Investment Analysts. | ||
| Joshua Linder | Portfolio Manager | 2014 | 2016 |
| Biography | Joshua Linder, CFA, joined Calvert in 2011 with a primary focus on quantitative research and analysis to support Calvert’s internally-managed equity strategies. He also works on fundamental security analysis and is a member of Calvert’s Asset Allocation Committee. Prior to joining Calvert he spent two years as a finance and operations associate at the D.E. Shaw Group. More recently, Mr. Linder worked at the U.S.- Korea Institute conducting statistical analysis for several economic studies and as a summer associate at Deloitte Consulting. He graduated from Cornell University with a B.S. in industrial and labor relations and received a master’s in public policy from American University with a concentration in advanced quantitative research methods. Mr. Linder is a CFA charterholder and a member of the CFA Institute and CFA Society of Washington, D.C. He is a Level II candidate in the CAIA program. | ||
| Catherine P. Roy | Senior Vice President | 2015 | 2016 |
| Biography | Ms. Roy has been Senior Vice President of Calvert Investment Management, Inc. and a member of the Calvert Taxable Fixed Income Team since 2004. | ||
| Natalie A. Trunow | Senior Vice President | 2008 | 2016 |
| Biography | Natalie Trunow is senior vice president and chief investment officer, equities, for Calvert Investment Management, Inc. Ms. Trunow is responsible for managing, proactively evaluating, and monitoring Calvert's sub-advised equity, balanced, sector, and asset allocation Funds. She also leads the firm’s in-house equity management, ESG integration, GTAA strategies, and new product development and implementation. Ms. Trunow has worked in global financial markets since 1985. Prior to joining Calvert Investment Management, Inc. in 2008, she was a section head and a portfolio manager in the global markets group at General Motors Asset Management in New York. In this role since 1997, she developed and managed successful in-house investment strategies in global alternatives, domestic large- and small-cap as well as alpha-generating, style-balanced funds of funds of institutional money managers. Earlier in her career, Ms. Trunow consulted with Price Waterhouse and the law firm of Owen & Davis in New York. She graduated cum laude with a B.S. in economics from NYU and holds an M.B.A. in finance from the NYU Stern School of Business. Throughout her carrier, Ms. Trunow has been involved in various volunteering and community activities including New York School Volunteer Program, Junior Achievement, and Calvert Community Partners. She serves on the advisory boards of Institutional Investor Forum, Claflin University, and Health Services for Children with Special Needs Foundation Investment Committee. | ||
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