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Calvert Growth Allocation A CAAAX

Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 23.77  /  1.00 %
  • Total Assets 310.3 Mil
  • Adj. Expense Ratio
    0.430%
  • Expense Ratio 0.920%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—85%+ Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Status Open
  • TTM Yield 1.30%
  • Turnover 9%

Morningstar’s Analysis CAAAX

Will CAAAX outperform in future?

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

This ESG-focused target risk series lacks dedicated resources.

Associate Analyst

Summary

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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.

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