CLAIX – Fund Analysis – Calvert Moderate Allocation I | Morningstar

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Will CLAIX outperform in the future?

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Process Pillar

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

The People Pillar is our evaluation of the CLAIX 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 CLAIX’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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