Verdicts genuinely change. Free email alert the moment CGARX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Calvert Growth Allocation Fund · Calvert Social Investment Fund
17 holdings
UNVERIFIED Only 2% of this fund's holdings matched a company we have independently screened — below the 70% floor needed to state a verdict.
17 holdings, 1 matched (2% of weight). Portfolio as of 2026-06-30, filed 2026-08-27. Source: SEC Form N-PORT.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Calvert US Large Cap Growth Responsible Index Fund | UNSCREENED | 22.61% | no in-house ratios for this holding |
| Calvert US Large Cap Core Responsible Index Fund | UNSCREENED | 21.38% | no in-house ratios for this holding |
| Calvert International Responsible Index Fund | UNSCREENED | 15.18% | no in-house ratios for this holding |
| Calvert US Large Cap Value Responsible Index Fund | UNSCREENED | 8.98% | no in-house ratios for this holding |
| Calvert Emerging Markets Advancement Fund | UNSCREENED | 5.95% | no in-house ratios for this holding |
| Calvert Equity Fund | UNSCREENED | 5.87% | no in-house ratios for this holding |
| Calvert Bond Fund | UNSCREENED | 4.80% | no in-house ratios for this holding |
| Calvert International Equity Fund | UNSCREENED | 3.06% | no in-house ratios for this holding |
| Calvert Core Bond Fund | UNSCREENED | 2.49% | no in-house ratios for this holding |
| Calvert Emerging Markets Equity Fund | UNSCREENED | 2.45% | no in-house ratios for this holding |
| Calvert Small Cap Fund | UNSCREENED | 2.08% | no in-house ratios for this holding |
| MS Morgan Stanley & Co. LLC | NON_COMPLIANT | 1.65% | AAOIFI115.6% Usmani23.4% Dow Jones Islamic161.6% S&P Shariah189.1% MSCI Islamic23.4% MSCI Islamic M-Series189.1% FTSE Shariah23.4% |
| Calvert US Mid Cap Core Responsible Index Fund | UNSCREENED | 1.28% | no in-house ratios for this holding |
| Calvert Mortgage Access Fund | UNSCREENED | 0.94% | no in-house ratios for this holding |
| Calvert Small/Mid-Cap Fund | UNSCREENED | 0.77% | no in-house ratios for this holding |
| Calvert High Yield Bond Fund | UNSCREENED | 0.50% | no in-house ratios for this holding |
| Calvert International Opportunities Fund | UNSCREENED | 0.01% | no in-house ratios for this holding |
All 7 published standards agree about this fund to within 0.0 points of portfolio weight.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 0.0% ratios fail on 1.7% 98.4% not rated under AAOIFI
ratios pass on 0.0% ratios fail on 0.0% 100.0% not rated under Usmani
ratios pass on 0.0% ratios fail on 1.7% 98.4% not rated under Dow Jones Islamic
ratios pass on 0.0% ratios fail on 1.7% 98.4% not rated under S&P Shariah
ratios pass on 0.0% ratios fail on 0.0% 100.0% not rated under MSCI Islamic
ratios pass on 0.0% ratios fail on 1.7% 98.4% not rated under MSCI Islamic M-Series
ratios pass on 0.0% ratios fail on 0.0% 100.0% not rated under FTSE Shariah
1 of 17 listed holdings carry our own per-methodology verdicts (2% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none.
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| Calvert US Large Cap Growth Responsible Index Fundnot matched to a ticker | 22.61% | Not screened |
| Calvert US Large Cap Core Responsible Index Fundnot matched to a ticker | 21.38% | Not screened |
| Calvert International Responsible Index Fundnot matched to a ticker | 15.18% | Not screened |
| Calvert US Large Cap Value Responsible Index Fundnot matched to a ticker | 8.98% | Not screened |
| Calvert Emerging Markets Advancement Fundnot matched to a ticker | 5.95% | Not screened |
| Calvert Equity Fundnot matched to a ticker | 5.87% | Not screened |
| Calvert Bond Fundnot matched to a ticker | 4.80% | Not screened |
| Calvert International Equity Fundnot matched to a ticker | 3.06% | Not screened |
| Calvert Core Bond Fundnot matched to a ticker | 2.49% | Not screened |
| Calvert Emerging Markets Equity Fundnot matched to a ticker | 2.45% | Not screened |
Top 10 of 17 holdings, 92.8% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for CGARX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 2 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 48.60 | NEUTRAL |
| Stochastic %K (14) | 42.11 | NEUTRAL |
| CCI (20) | -7.42 | NEUTRAL |
| Williams %R (14) | -57.89 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.24 | BUY |
| Momentum (10) | 0.08 | BUY |
| EMA (10) | 33.06 | SELL |
| SMA (10) | 33.05 | SELL |
| EMA (20) | 33.07 | SELL |
| SMA (20) | 33.04 | SELL |
| EMA (30) | 33.08 | SELL |
| SMA (30) | 33.06 | SELL |
| EMA (50) | 33.04 | SELL |
| SMA (50) | 33.25 | SELL |
| EMA (100) | 32.66 | BUY |
| SMA (100) | 32.94 | BUY |
| EMA (200) | 31.61 | BUY |
| SMA (200) | 31.59 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.