Morningstar

Calvert Moderate Allocation Fund Class I CLAIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $25.10  /  +0.44 %
  • Fund Size $395.1M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.170%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.49%
  • Turnover Ratio 33%
NAV and 1-Day Return as of

Morningstar’s Analysis CLAIX

Will CLAIX outperform in the 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 CLAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CLAIX 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 CLAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Falling into place.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Calvert's series of sustainable model portfolios is now steered by an established multi-asset team at Morgan Stanley Investment Management that is better suited to guide the series than the previous team.

by Mahi Roy
Rated on Published on

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Portfolio Holdings CLAIX

More CLAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 91.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Growth Rspnb Idx R6

17.85 73M
—

Calvert US Large Cap Core Rspnb Idx R6

17.78 72M
—

Calvert Bond R6

14.18 58M
—

Calvert International Responsible Idx R6

10.60 43M
—

Calvert Core Bond I

8.55 35M
—

Calvert US Large Cap Value Rspnb Idx R6

6.88 28M
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Calvert Equity R6

5.41 22M
—

Calvert Emerging Markets Advancement I

4.43 18M
—

Calvert Mortgage Access I

3.30 13M
—

Calvert High Yield Bond R6

2.01 8M
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