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
15.92 / 1.34 %
Adj. Expense Ratio
Longest Manager Tenure
Allocation--30% to 50% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Fund Analysis CCLAX
Will CCLAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.