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Morningstar

Calvert Moderate Allocation A CMAAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 20.26  /  0.20 %
  • Total Assets 374.1 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.04%
  • Turnover 18%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:14 PM GMT+0

Morningstar’s Analysis CMAAX

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

People Pillar

The People Pillar is our evaluation of the CMAAX 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 CMAAX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CMAAX

More CMAAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 22
  • % Assets in Top 10 Holdings 63.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert Bond R6

12.07
46,080,819
—

Calvert US Large Cap Value Rspnb Idx R6

9.41
35,933,762
—

Calvert US Large Cap Core Rspnb Idx R6

8.74
33,349,730
—

Calvert International Equity R6

5.36
20,472,132
—

Msilf Government Portfolio Msilf Government Portfolio

5.05
19,287,352
Cash and Equivalents

Calvert Ultra-Short Duration Income R6

5.03
19,205,721
—

Calvert US Large Cap Growth Rspnb Idx R6

4.82
18,414,477
—

Calvert Equity R6

4.46
17,017,087
—

Calvert International Opportunities R6

4.43
16,900,910
—

Calvert Emerging Markets Advancement I

4.39
16,772,294
—