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Calvert Conservative Allocation A CCLAX

Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 17.01  /  0.18 %
  • Total Assets 271.9 Mil
  • Adj. Expense Ratio
    0.410%
  • 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.

This ESG-focused target risk series lacks dedicated resources.

Associate Analyst

Summary

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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.

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