Calvert Investments Fund Family Report
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  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return13.495.350.125.4410.02
    Category Average13.634.32-0.996.659.94
    Assets for Each Yr*10.5410.899.9710.1610.86
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 10.02 5.92 7.00

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,861 mil $2,000 53.20 46.80
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 35.70 0.88 Below Avg
    International Stock 2.4 7.40 1.28 Average
    Municipal Bond 3.0 1.35 0.84 Average
    Taxable Bond 3.6 38.74 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-16-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.84 1.13
    Visa Inc Class A* Financial Services 39.45 1.05
    Danaher Corp* Healthcare 11.19 1.04
    Alphabet Inc C* Technology 28.53 1.04
    Thermo Fisher Scientific Inc* Healthcare 35.88 1.00
    Facebook Inc A* Technology 51.69 0.82
    Ecolab Inc* Basic Materials 15.65 0.81
    Mastercard Inc A* Financial Services 42.47 0.80
    Apple Inc* Technology 39.62 0.72
    Zoetis Inc* Healthcare 23.34 0.67
    Johnson & Johnson* Healthcare 20.30 0.67
    Dollar General Corp* Consumer Defensive 11.92 0.64
    IDEX Corp* Industrials 40.47 0.64
    3M Co* Industrials 24.46 0.62
    Mondelez International Inc Class* Consumer Defensive -4.92 0.58
    Praxair Inc* Basic Materials 22.58 0.58
    Walt Disney Co* Consumer Cyclical -5.09 0.57
    Fortive Corp* Technology 34.68 0.56
    PepsiCo Inc* Consumer Defensive 10.80 0.56
    The Priceline Group Inc* Consumer Cyclical 32.02 0.56

    Best 5-Year Relative Performance | More
    10-16-17

    Worst 5-Year Relative Performance | More
    10-16-17

    Lowest Expenses | More
    10-16-17

    Highest Expenses | More
    10-16-17

    Longest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 5.00
    Calvert Ultra-Short Vishal Khanduja 3.90
    Calvert Bond A Vishal Khanduja 3.30
    Calvert Income A Vishal Khanduja 3.30
    Calvert Long-Term In Vishal Khanduja 3.30

    Shortest Manager Tenure | More
    10-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Developed Mk Thomas C. Seto 0.80
    Calvert Internationa Aidan M. Farrell 0.80
    Calvert Tax-Free Res Craig Robert Brandon 0.80
    Calvert US Large Cap Thomas C. Seto 0.80
    Calvert US Large Cap Thomas C. Seto 0.80