Skip to Content

Calvert Moderate Allocation C CMACX

Analyst rating as of
NAV / 1-Day Return
18.70  /  0.16 %
Total Assets
358.2 Mil
Adj. Expense Ratio
1.610%
Expense Ratio
1.610%
Fee Level
Below Average
Longest Manager Tenure
5.91 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.66%
Turnover
26%

Morningstar’s Fund Analysis CMACX

Will CMACX outperform in future?

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

Manager turnover on this ESG target-risk series is a cause for concern.

Associate Director

Summary

|

Manager turnover and limited multi-asset experience dulls the allure of Calvert's Responsible Target-Risk series, moving its People rating to Below Average from Average. The mutual funds maintain Morningstar Analyst Ratings of Neutral, though the C shares move down to Negative.

Unlock our full analysis with Morningstar Investor