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Calvert Conservative Allocation I CFAIX

Analyst rating as of
NAV / 1-Day Return
19.49  /  0.36 %
Total Assets
279.6 Mil
Adj. Expense Ratio
0.670%
Expense Ratio
0.700%
Fee Level
Average
Longest Manager Tenure
4.30 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
1.78%
Turnover
36%
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Morningstar’s Analysis

Will CFAIX outperform in future?

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

The firm’s ESG approach is a bright spot for sustainable investors.

Summary

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The team running Calvert’s target-risk series employs a sensible but unremarkable asset-allocation process, letting the underlying funds' ESG security selection to drive most of the series’ performance. It earns a Morningstar Analyst Rating of Neutral for all share classes.

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