Morningstar

Calvert Conservative Allocation Fund Class R6 CAARX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $19.08  /  +0.21 %
  • Fund Size $209.1M
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.130%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.60%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis CAARX

Will CAARX 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 CAARX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Conservative Allocation R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings CAARX

More CAARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert Bond R6

28.48 62M
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Calvert Core Bond I

17.20 37M
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Calvert US Large Cap Core Rspnb Idx R6

10.95 24M
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Calvert US Large Cap Growth Rspnb Idx R6

9.75 21M
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Calvert Mortgage Access I

6.66 14M
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Calvert International Responsible Idx R6

5.52 12M
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Calvert High Yield Bond R6

4.22 9M
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Calvert US Large Cap Value Rspnb Idx R6

3.76 8M
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Calvert Flexible Bond Fund Class R6

3.59 8M
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Calvert Equity R6

3.04 7M
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