Skip to Content

Calvert Conservative Allocation A CCLAX Fund Analysis

| Analyst rating as of

Morningstar’s Fund Analysis CCLAX

Will CCLAX 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