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.
NAV / 1-Day Return
18.70 / 0.16 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--50% to 70% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis CMACX
Will CMACX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.