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Calvert Moderate Allocation I CLAIX

Analyst rating as of
NAV / 1-Day Return
20.02  /  1.33 %
Total Assets
379.8 Mil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
Below Average
Longest Manager Tenure
5.93 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.38%
Turnover
18%

Morningstar’s Fund Analysis CLAIX

Will CLAIX 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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