A thinly staffed team with limited multi-asset experience poses challenges for Calvert’s Target-Risk series. The mutual funds maintain Morningstar Analyst Ratings of Neutral, though the C shares move down to Negative.
NAV / 1-Day Return
16.72 / 1.07 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--30% to 50% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis CFAIX
Will CFAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.