Calvert Investments Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return13.495.350.125.443.87
    Category Average13.374.29-0.986.573.90
    Assets for Each Yr*10.5410.899.9710.1610.01
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 3.87 4.53 6.43

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,008 mil $2,000 56.50 43.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 36.11 0.88 Below Avg
    International Stock 2.4 5.73 1.28 Average
    Municipal Bond 3.0 1.42 0.84 Average
    Taxable Bond 3.7 39.19 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Alphabet Inc C* Technology 13.27 1.05
    Microsoft Corp* Technology 10.49 1.05
    Visa Inc Class A* Financial Services 17.62 1.03
    Thermo Fisher Scientific Inc* Healthcare 18.25 0.98
    Apple Inc* Technology 24.64 0.94
    Ecolab Inc* Basic Materials 10.68 0.78
    Mastercard Inc A* Financial Services 13.84 0.74
    Amphenol Corp Class A* Technology 8.54 0.70
    Danaher Corp* Healthcare 6.69 0.68
    Facebook Inc A* Technology 28.38 0.68
    Zoetis Inc* Healthcare 5.87 0.63
    Mondelez International Inc Class* Consumer Defensive 1.94 0.62
    Dollar Tree Inc* Consumer Defensive 7.71 0.61
    Walt Disney Co* Consumer Cyclical 11.15 0.60
    Lowe's Companies Inc* Consumer Cyclical 20.88 0.59
    Johnson & Johnson* Healthcare 8.10 0.59
    PepsiCo Inc* Consumer Defensive 8.37 0.57
    Praxair Inc* Basic Materials 7.75 0.57
    Fortive Corp* Technology 16.33 0.56
    3M Co* Industrials 10.48 0.56

    Best 5-Year Relative Performance | More
    04-27-17

    Worst 5-Year Relative Performance | More
    04-27-17

    Lowest Expenses | More
    04-27-17

    Highest Expenses | More
    04-27-17

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 4.50
    Calvert Ultra-Short Vishal Khanduja 3.40
    Calvert Bond A Vishal Khanduja 2.80
    Calvert Income A Vishal Khanduja 2.80
    Calvert Long-Term In Vishal Khanduja 2.80

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Developed Mk Thomas C. Seto 0.30
    Calvert Internationa Aidan M. Farrell 0.30
    Calvert Tax-Free Res Craig Robert Brandon 0.30
    Calvert US Large Cap Thomas C. Seto 0.30
    Calvert US Large Cap Thomas C. Seto 0.30