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Calvert Conservative Allocation A CCLAX Fund Analysis

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

Morningstar’s Analysis CCLAX

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

  • People Pillar

    The People Pillar is our evaluation of the CCLAX 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 CCLAX’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
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