Morningstar

Calvert Balanced Fund Class R6 CBARX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Eaton Vance Investment Hub

Morningstar’s Analysis CBARX

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

  • People Pillar

    The People Pillar is our evaluation of the CBARX 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 CBARX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stable allocation framework with ESG-driven security selection.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Calvert Balanced is guided by an experienced team and follows a straightforward asset-allocation strategy, but it lacks a clear competitive advantage. A trio of managers takes a sensible approach to the strategy’s allocation. The portfolio tends to stay close to its standard split of 60% US equities and 40% US bonds, though managers can move within 5 percentage points of the strategic allocation. Keeping the strategy’s overall allocation fairly static means that bottom-up security selection within its underlying sleeves drives performance.

by Mahi Roy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Sponsor Center