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Calvert Conservative Allocation C CALCX

Analyst rating as of
  • NAV / 1-Day Return 16.79  /  0.48 %
  • Total Assets 260.4 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.610%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.43%
  • Turnover 20%

Morningstar’s Analysis CALCX

Will CALCX 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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