Calvert Investments Fund Family Report
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  • Performance
    11-30-17

    Total ReturnCategory Average
    Total Return14.305.630.105.5414.27
    Category Average14.494.50-1.076.9013.89
    Assets for Each Yr*9.9010.079.139.249.58
    *billions

    Trailing Returns %
    11-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.27 6.34 7.98

    Key Stats
    11-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,579 mil $1,000 61.58 38.42
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.2 41.50 0.87 Below Avg
    International Stock 2.3 7.02 1.31 Average
    Municipal Bond 3.0 1.38 0.93 Average
    Taxable Bond 3.7 30.97 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    12-15-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 42.32 1.13
    Visa Inc Class A* Financial Services 46.77 1.05
    Danaher Corp* Healthcare 21.30 1.04
    Alphabet Inc C* Technology 37.88 1.04
    Thermo Fisher Scientific Inc* Healthcare 36.69 1.00
    Facebook Inc A* Technology 56.61 0.82
    Ecolab Inc* Basic Materials 16.28 0.81
    Mastercard Inc A* Financial Services 49.42 0.80
    Apple Inc* Technology 52.33 0.72
    Zoetis Inc* Healthcare 35.21 0.67
    Johnson & Johnson* Healthcare 26.53 0.67
    Dollar General Corp* Consumer Defensive 23.82 0.64
    IDEX Corp* Industrials 47.29 0.64
    3M Co* Industrials 35.91 0.62
    Mondelez International Inc Class* Consumer Defensive -0.79 0.58
    Praxair Inc* Basic Materials 30.34 0.58
    Walt Disney Co* Consumer Cyclical 8.32 0.57
    Fortive Corp* Technology 34.89 0.56
    PepsiCo Inc* Consumer Defensive 16.97 0.56
    The Priceline Group Inc* Consumer Cyclical 20.05 0.56

    Best 5-Year Relative Performance | More
    12-15-17

    Worst 5-Year Relative Performance | More
    12-15-17

    Lowest Expenses | More
    12-15-17

    Highest Expenses | More
    12-15-17

    Fund Name Expense Ratio Analyst Report  
    Calvert Small-Cap A 1.36 --
    Calvert International Equity 1.35 --
    Calvert Global Water A 1.28 --
    Calvert Mid-Cap A 1.21 --
    Calvert International Opport 1.07 --

    Longest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 5.10
    Calvert Ultra-Short Vishal Khanduja 4.10
    Calvert Bond A Vishal Khanduja 3.50
    Calvert Income A Vishal Khanduja 3.50
    Calvert Long-Term In Vishal Khanduja 3.50

    Shortest Manager Tenure | More
    12-15-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert High Yield B Raphael Leeman 1.00
    Calvert Internationa Thomas C. Seto 1.00
    Calvert Responsible Craig Robert Brandon 1.00
    Calvert US Large Cap Thomas C. Seto 1.00
    Calvert US Large Cap Thomas C. Seto 1.00