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Morningstar

Calvert Moderate Allocation A CMAAX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis CMAAX

Will CMAAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMAAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CMAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CMAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This ESG-focused target risk series lacks dedicated resources.

Associate Analyst

Summary

| by Mahi Roy

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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