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Calvert Moderate Allocation I CLAIX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 21.28  /  −0.37 %
  • Total Assets 378.1 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.58%
  • Turnover 41%

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 12:13 AM GMT+0

Morningstar’s Analysis CLAIX

Will CLAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings CLAIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 69.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Core Rspnb Idx R6

15.28 59.9 Mil

Calvert Bond R6

9.97 39.1 Mil

Calvert US Large Cap Growth Rspnb Idx R6

7.32 28.7 Mil

Calvert US Large Cap Value Rspnb Idx R6

7.30 28.6 Mil

Calvert Focused Value R6

5.49 21.5 Mil

Calvert International Equity R6

5.23 20.5 Mil

Calvert Core Bond I

4.99 19.6 Mil

Calvert Equity R6

4.90 19.2 Mil

Calvert Emerging Markets Advancement I

4.38 17.2 Mil

Calvert International Responsible Idx R6

4.29 16.8 Mil