Calvert Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.690.155.5214.69-0.64
    Category Average4.72-0.856.6914.75-1.96
    Assets for Each Yr*9.798.868.9511.4912.96
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.64 5.67 5.53

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,959 mil $1,000 41.69 58.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 36.57 0.91 Average
    International Stock 2.5 13.34 1.31 Average
    Municipal Bond 3.0 1.12 0.93 Average
    Taxable Bond 3.5 35.20 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-12-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 26.41 1.36
    Danaher Corp* Healthcare 9.92 0.98
    Thermo Fisher Scientific Inc* Healthcare 24.74 0.98
    Mastercard Inc A* Financial Services 32.23 0.77
    Intuit Inc* Technology 35.96 0.61
    Intercontinental Exchange Inc* Financial Services 11.42 0.53
    Walt Disney Co* Consumer Cyclical 9.33 0.51
    3M Co* Industrials -14.55 0.49
    Amazon.com Inc* Consumer Cyclical 39.97 0.48
    American Tower Corp* Communication Services 14.49 0.48
    Check Point Software Technologie* Technology 6.91 0.46
    Accenture PLC A* Technology 7.93 0.41
    PepsiCo Inc* Consumer Defensive -0.24 0.39
    Laboratory Corp of America Holdi* Healthcare 5.01 0.36
    Comcast Corp Class A* Communication Services -3.30 0.35
    TJX Companies Inc* Consumer Cyclical 44.17 0.35
    Fortive Corp* Technology 3.90 0.32
    Coca-Cola Co* Consumer Defensive 11.25 0.31
    TE Connectivity Ltd* Technology -17.99 0.30
    Bank of America Corporation* Financial Services -4.67 0.26

    Best 5-Year Relative Performance | More
    11-12-18

    Worst 5-Year Relative Performance | More
    11-12-18

    Lowest Expenses | More
    11-12-18

    Highest Expenses | More
    11-12-18

    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
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.00
    Calvert Ultra-Short Vishal Khanduja 5.00
    Calvert Bond A Vishal Khanduja 4.40
    Calvert Income A Vishal Khanduja 4.40
    Calvert Long-Term In Vishal Khanduja 4.40

    Shortest Manager Tenure | More
    11-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 0.90
    Calvert Internationa Thomas C. Seto 1.10
    Calvert US Large Cap Thomas C. Seto 1.10
    Calvert US Large Cap Thomas C. Seto 1.10
    Calvert US Large Cap Thomas C. Seto 1.10