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.
- NAV / 1-Day Return 23.74 / 0.76 %
- Total Assets 310.3 Mil
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Adj. Expense Ratio
- Expense Ratio 0.930%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Allocation—85%+ Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Low / Limited
- Status Open
- TTM Yield 1.22%
- Turnover 9%
Morningstar’s Analysis CAAAX
Will CAAAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.