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Calvert Conservative Allocation A CCLAX

Analyst rating as of

Morningstar’s Analysis

Will CCLAX outperform in future?

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

The firm’s ESG approach is a bright spot for sustainable investors.


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The team running Calvert’s target-risk series employs a sensible but unremarkable asset-allocation process, letting the underlying funds' ESG security selection to drive most of the series’ performance. It earns a Morningstar Analyst Rating of Neutral for all share classes.

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