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Morningstar

Calvert Conservative Allocation C CALCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 17.56  /  +0.69 %
  • Total Assets 239.7 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 2.73%
  • Turnover 43%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • 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.

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.

by Ben Sater
Rated on Published on

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Portfolio Holdings CALCX

More CALCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert Bond R6

28.21 68.3 Mil
—

Calvert Core Bond I

10.06 24.3 Mil
—

Calvert US Large Cap Core Rspnb Idx R6

8.31 20.1 Mil
—

Calvert Mortgage Access I

5.57 13.5 Mil
—

Calvert US Large Cap Value Rspnb Idx R6

4.60 11.1 Mil
—

United States Treasury Notes 0.625%

4.14 10.0 Mil
Government

Calvert Ultra-Short Duration Income R6

3.99 9.7 Mil
—

Calvert Floating-Rate Advantage R6

3.77 9.1 Mil
—

Calvert US Large Cap Growth Rspnb Idx R6

3.66 8.9 Mil
—

Calvert Equity R6

3.06 7.4 Mil
—