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.
- NAV / 1-Day Return 17.01 / 0.18 %
- Total Assets 271.9 Mil
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Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level Below Average
- Share Class Type Front Load
- Category Allocation—30% to 50% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Limited
- Status Open
- TTM Yield 2.12%
- Turnover 20%
Morningstar’s Analysis CCLAX
Will CCLAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.