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Calvert Conservative Allocation C CALCX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 17.07  /  +0.06 %
  • Total Assets 247.0 Mil
  • Adj. Expense Ratio
    1.640%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.54%
  • Turnover 43%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:12 PM GMT+0

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 offering appears better supported under a newly combined organization.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Calvert’s allocation mutual fund series now sits under Morgan Stanley Investment Management’s established multi-asset team, a group better suited to guide this series than the previous team at Eaton Vance, which was ill-equipped in comparison. The funds earn a People Pillar upgrade to Average from Below Average.

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Portfolio Holdings CALCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 75.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert Bond R6

28.52 71.0 Mil

Calvert Core Bond I

10.17 25.3 Mil

Calvert US Large Cap Core Rspnb Idx R6

8.20 20.4 Mil

Calvert Mortgage Access I

5.53 13.8 Mil

Calvert US Large Cap Value Rspnb Idx R6

4.68 11.6 Mil

United States Treasury Notes 0.625%

4.06 10.1 Mil
Government

Calvert Ultra-Short Duration Income R6

3.98 9.9 Mil

Calvert Floating-Rate Advantage R6

3.77 9.4 Mil

Calvert US Large Cap Growth Rspnb Idx R6

3.58 8.9 Mil

Calvert Equity R6

3.09 7.7 Mil