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Calvert Moderate Allocation A CMAAX

Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 20.43  /  0.78 %
  • Total Assets 383.7 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.72%
  • Turnover 18%

Morningstar’s Analysis CMAAX

Will CMAAX 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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