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Calvert Moderate Allocation I CLAIX

Analyst rating as of
NAV / 1-Day Return
24.29  /  0.12 %
Total Assets
446.7 Mil
Adj. Expense Ratio
0.660%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
4.94 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
1.26%
Turnover
26%
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Morningstar’s Analysis

Will CLAIX outperform in future?

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

Manager turnover on this ESG target-risk series is a cause for concern.

Associate Director

Summary

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Manager turnover and limited multi-asset experience dulls the allure of Calvert's Responsible Target-Risk series, moving its People rating to Below Average from Average. The mutual funds maintain Morningstar Analyst Ratings of Neutral, though the C shares move down to Negative.

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