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Morningstar

Calvert Conservative Allocation A CCLAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.10  /  0.00
  • Total Assets 258.6 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.29%
  • Turnover 20%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

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 target risk series lacks dedicated resources.

Associate Analyst Mahi Roy

Mahi Roy

Associate Analyst

Summary

A thinly staffed team with limited multi-asset experience poses challenges for Calvert’s Target-Risk series. The mutual funds maintain Morningstar Analyst Ratings of Neutral, though the C shares move down to Negative.

by Mahi Roy
Rated on Published on

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Portfolio Holdings CCLAX

More CCLAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 23
  • % Assets in Top 10 Holdings 72.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert Bond R6

27.78
73,745,415
—

Calvert Core Bond I

9.87
26,200,477
—

Calvert US Large Cap Core Rspnb Idx R6

6.25
16,598,504
—

Calvert Mortgage Access I

4.98
13,211,047
—

Calvert US Large Cap Value Rspnb Idx R6

4.77
12,674,291
—

United States Treasury Notes 0.625%

4.29
11,397,759
Government

Calvert Ultra-Short Duration Income R6

4.01
10,637,693
—

Calvert Floating-Rate Advantage R6

3.82
10,130,793
—

Calvert US Large Cap Growth Rspnb Idx R6

3.16
8,398,947
—

Calvert Equity R6

3.13
8,322,618
—