Calvert Investments Fund Family Report
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  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return13.495.350.125.446.80
    Category Average13.634.32-0.996.656.13
    Assets for Each Yr*10.5410.899.9710.1610.34
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 6.80 4.99 7.60

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,344 mil $2,000 55.45 44.55
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 36.14 0.88 Below Avg
    International Stock 2.5 6.32 1.28 Average
    Municipal Bond 3.0 1.41 0.84 Average
    Taxable Bond 3.6 38.96 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 14.32 1.10
    Alphabet Inc C* Technology 24.00 1.07
    Visa Inc Class A* Financial Services 20.84 1.06
    Thermo Fisher Scientific Inc* Healthcare 24.57 0.97
    Apple Inc* Technology 26.77 0.87
    Ecolab Inc* Basic Materials 12.97 0.81
    Mastercard Inc A* Financial Services 19.85 0.77
    Facebook Inc A* Technology 33.33 0.73
    Amphenol Corp Class A* Technology 11.15 0.73
    Danaher Corp* Healthcare 10.61 0.70
    Dollar Tree Inc* Consumer Defensive -12.31 0.64
    Zoetis Inc* Healthcare 19.23 0.64
    Mondelez International Inc Class* Consumer Defensive 1.60 0.62
    Johnson & Johnson* Healthcare 19.51 0.61
    Walt Disney Co* Consumer Cyclical 0.00 0.60
    3M Co* Industrials 20.16 0.59
    PepsiCo Inc* Consumer Defensive 12.50 0.59
    Praxair Inc* Basic Materials 14.38 0.58
    Fortive Corp* Technology 19.78 0.58
    IDEX Corp* Industrials 24.64 0.56

    Best 5-Year Relative Performance | More
    06-22-17

    Worst 5-Year Relative Performance | More
    06-22-17

    Lowest Expenses | More
    06-22-17

    Highest Expenses | More
    06-22-17

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 4.60
    Calvert Ultra-Short Vishal Khanduja 3.60
    Calvert Bond A Vishal Khanduja 3.00
    Calvert Income A Vishal Khanduja 3.00
    Calvert Long-Term In Vishal Khanduja 3.00

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Developed Mk Thomas C. Seto 0.50
    Calvert Internationa Aidan M. Farrell 0.50
    Calvert Tax-Free Res Craig Robert Brandon 0.50
    Calvert US Large Cap Thomas C. Seto 0.50
    Calvert US Large Cap Thomas C. Seto 0.50