CAMRX – Fund Analysis – Calvert Moderate Allocation R6 | Morningstar

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Will CAMRX outperform in the future?

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

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Process Pillar

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

The People Pillar is our evaluation of the CAMRX 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 CAMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Falling into place.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Calvert's series of sustainable model portfolios is now steered by an established multi-asset team at Morgan Stanley Investment Management that is better suited to guide the series than the previous team.

by Mahi Roy

Rated on Apr 27, 2026 Published on Apr 27, 2026

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