The team running Calvert’s target-risk series employs a sensible but unremarkable asset-allocation process, letting the underlying funds' ESG security selection to drive most of the series’ performance. It earns a Morningstar Analyst Rating of Neutral for all share classes.
Will CALCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CALCX’s parent organization’s priorities and whether they’re in line with investors’ interests.