Morningstar

Calvert Conservative Allocation Fund Class C CALCX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $18.81  /  +0.21 %
  • Fund Size $209.1M
  • Adjusted Expense Ratio 1.670%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution Average
  • Share Class Type Level Load
  • Morningstar Category Moderately Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.51%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis CALCX

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

  • People Pillar

    The People Pillar is our evaluation of the CALCX 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 CALCX’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 C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings CALCX

More CALCX 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
—

Calvert Core Bond I

17.20 37M
—

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
—

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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