Calvert Investments Fund Family Report
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  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return0.155.5214.69-2.84--
    Category Average-0.856.6914.75-5.113.17
    Assets for Each Yr*8.868.9511.4912.7812.78
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -2.84 5.55 4.48

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,777 mil $1,000 40.35 59.65
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 35.43 0.85 Below Avg
    International Stock 2.6 14.34 1.25 Average
    Municipal Bond 3.0 1.15 0.93 Average
    Taxable Bond 3.1 35.79 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 1.39
    Ecolab Inc* Basic Materials 4.85 0.85
    Mastercard Inc A* Financial Services 7.25 0.71
    Zoetis Inc Class A* Healthcare -0.92 0.69
    Intercontinental Exchange Inc* Financial Services 0.40 0.59
    Walt Disney Co* Consumer Cyclical 1.27 0.51
    Xylem Inc* Industrials 6.73 0.45
    Marsh & McLennan Companies Inc* Financial Services 5.40 0.44
    Amazon.com Inc* Consumer Cyclical 12.93 0.42
    Accenture PLC A* Technology 6.69 0.41
    The Estee Lauder Companies Inc C* Consumer Defensive -1.97 0.35
    Fiserv Inc* Industrials 5.89 0.34
    JPMorgan Chase & Co* Financial Services 7.96 0.32
    Laboratory Corp of America Holdi* Healthcare 8.97 0.31
    Bank of America Corporation* Financial Services 18.91 0.29
    TE Connectivity Ltd* Technology 7.43 0.26
    Verizon Communications Inc* Communication Services 2.62 0.26
    Fortive Corp* Technology 7.94 0.25
    Qiagen NV* Healthcare 7.20 0.25
    Texas Instruments Inc* Technology 5.21 0.25

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Fund Name Expense Ratio Analyst Report  
    Calvert Floating-Rate Advant 1.44 --
    Calvert International Equity 1.32 --
    Calvert Global Water A 1.28 --
    Calvert Small-Cap A 1.28 --
    Calvert Mid-Cap A 1.21 --

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.20
    Calvert Ultra-Short Vishal Khanduja 5.20
    Calvert Bond A Vishal Khanduja 4.60
    Calvert Income A Vishal Khanduja 4.60
    Calvert Long-Term In Vishal Khanduja 4.60

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 1.10
    Calvert Internationa Thomas C. Seto 1.30
    Calvert US Large Cap Thomas C. Seto 1.30
    Calvert US Large Cap Thomas C. Seto 1.30
    Calvert US Large Cap Thomas C. Seto 1.30