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Morningstar

Calvert Moderate Allocation C CMACX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 19.05  /  −0.10 %
  • Total Assets 391.8 Mil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.700%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.74%
  • Turnover 41%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CMACX

Will CMACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMACX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMACX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMACX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This ESG-focused offering appears better supported under a newly combined organization.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Calvert’s allocation mutual fund series now sits under Morgan Stanley Investment Management’s established multi-asset team, a group better suited to guide this series than the previous team at Eaton Vance, which was ill-equipped in comparison. The funds earn a People Pillar upgrade to Average from Below Average.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMACX

More CMACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Core Rspnb Idx R6

15.03 58.0 Mil
—

Calvert Bond R6

10.02 38.7 Mil
—

Calvert US Large Cap Growth Rspnb Idx R6

7.26 28.0 Mil
—

Calvert US Large Cap Value Rspnb Idx R6

7.03 27.1 Mil
—

Calvert Focused Value R6

5.30 20.5 Mil
—

Calvert International Equity R6

5.16 19.9 Mil
—

Calvert Core Bond I

5.02 19.4 Mil
—

Calvert Equity R6

4.93 19.0 Mil
—

Calvert Emerging Markets Advancement I

4.33 16.7 Mil
—

Calvert International Responsible Idx R6

4.22 16.3 Mil
—