Calvert Investments Fund Family Report
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  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return13.495.350.125.443.23
    Category Average13.594.32-0.986.623.53
    Assets for Each Yr*10.5410.899.9710.1610.33
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 3.23 4.24 6.52

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,325 mil $2,000 58.11 41.89
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 37.11 0.88 Below Avg
    International Stock 2.4 6.73 1.40 Average
    Municipal Bond 3.0 1.40 0.84 Average
    Taxable Bond 3.7 38.36 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-21-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 3.96 1.12
    Apple Inc* Technology 21.23 1.11
    Visa Inc Class A* Financial Services 13.08 0.98
    Alphabet Inc C* Technology 7.60 0.91
    CVS Health Corp* Healthcare 0.25 0.82
    Lowe's Companies Inc* Consumer Cyclical 15.68 0.75
    Mastercard Inc A* Financial Services 7.44 0.74
    Thermo Fisher Scientific Inc* Healthcare 10.34 0.72
    Ecolab Inc* Basic Materials 6.27 0.71
    Danaher Corp* Healthcare 10.84 0.66
    Mondelez International Inc Class* Consumer Defensive -0.52 0.66
    Dollar Tree Inc* Consumer Defensive -4.85 0.65
    Amphenol Corp Class A* Technology 5.01 0.62
    3M Co* Industrials 8.25 0.57
    PepsiCo Inc* Consumer Defensive 7.54 0.57
    Walt Disney Co* Consumer Cyclical 7.23 0.56
    Zoetis Inc* Healthcare -0.07 0.55
    Bristol-Myers Squibb Company* Healthcare -4.00 0.55
    Facebook Inc A* Technology 20.39 0.54
    Comcast Corp Class A* Communication Services 7.37 0.52

    Best 5-Year Relative Performance | More
    03-21-17

    Worst 5-Year Relative Performance | More
    03-21-17

    Lowest Expenses | More
    03-21-17

    Highest Expenses | More
    03-21-17

    Longest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 4.40
    Calvert Ultra-Short Vishal Khanduja 3.30
    Calvert Bond A Vishal Khanduja 2.70
    Calvert Income A Vishal Khanduja 2.70
    Calvert Long-Term In Vishal Khanduja 2.70

    Shortest Manager Tenure | More
    03-21-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Developed Mk Thomas C. Seto 0.20
    Calvert Internationa Aidan M. Farrell 0.20
    Calvert Tax-Free Res Craig Robert Brandon 0.20
    Calvert US Large Cap Thomas C. Seto 0.20
    Calvert US Large Cap Thomas C. Seto 0.20