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Calvert Conservative Allocation A CCLAX

Analyst rating as of
NAV / 1-Day Return
16.78  /  0.84 %
Total Assets
295.7 Mil
Adj. Expense Ratio
0.860%
Expense Ratio
0.860%
Fee Level
Below Average
Longest Manager Tenure
5.48 years
Category
Allocation--30% to 50% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.90%
Turnover
23%

Morningstar’s Analysis

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

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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.

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