Calvert Investments Fund Family Report
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  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return13.495.350.125.448.43
    Category Average13.634.32-0.996.658.17
    Assets for Each Yr*10.5410.899.9710.1610.59
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 8.43 5.63 7.37

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,589 mil $2,000 54.27 45.73
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 35.83 0.88 Below Avg
    International Stock 2.6 6.77 1.28 Average
    Municipal Bond 3.0 1.38 0.84 Average
    Taxable Bond 3.7 38.95 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-22-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 19.62 1.10
    Visa Inc Class A* Financial Services 34.02 1.06
    Alphabet Inc C* Technology 19.81 1.03
    Thermo Fisher Scientific Inc* Healthcare 25.51 1.03
    Danaher Corp* Healthcare 6.37 0.90
    Ecolab Inc* Basic Materials 12.80 0.84
    Mastercard Inc A* Financial Services 30.23 0.78
    Facebook Inc A* Technology 47.45 0.74
    Apple Inc* Technology 39.54 0.70
    Zoetis Inc* Healthcare 15.66 0.70
    Amphenol Corp Class A* Technology 19.08 0.66
    IDEX Corp* Industrials 28.48 0.64
    Dollar General Corp* Consumer Defensive 3.93 0.63
    Johnson & Johnson* Healthcare 18.34 0.61
    3M Co* Industrials 16.37 0.61
    Praxair Inc* Basic Materials 14.62 0.61
    Mondelez International Inc Class* Consumer Defensive -1.15 0.59
    Fortive Corp* Technology 23.07 0.57
    PepsiCo Inc* Consumer Defensive 14.19 0.57
    Walt Disney Co* Consumer Cyclical -0.64 0.55

    Best 5-Year Relative Performance | More
    08-22-17

    Worst 5-Year Relative Performance | More
    08-22-17

    Lowest Expenses | More
    08-22-17

    Highest Expenses | More
    08-22-17

    Longest Manager Tenure | More
    08-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 4.80
    Calvert Ultra-Short Vishal Khanduja 3.80
    Calvert Bond A Vishal Khanduja 3.20
    Calvert Income A Vishal Khanduja 3.20
    Calvert Long-Term In Vishal Khanduja 3.20

    Shortest Manager Tenure | More
    08-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Developed Mk Thomas C. Seto 0.60
    Calvert Internationa Aidan M. Farrell 0.60
    Calvert Tax-Free Res Craig Robert Brandon 0.60
    Calvert US Large Cap Thomas C. Seto 0.60
    Calvert US Large Cap Thomas C. Seto 0.60