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Calvert Conservative Allocation I CFAIX

Analyst rating as of
NAV / 1-Day Return
16.72  /  1.07 %
Total Assets
267.3 Mil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
Below Average
Longest Manager Tenure
5.93 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.51%
Turnover
20%

Morningstar’s Fund Analysis CFAIX

Will CFAIX outperform in future?

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

This ESG-focused target risk series lacks dedicated resources.

Associate Analyst

Summary

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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.

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