Calvert Investments Fund Family Report
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  • Performance
    01-31-19

    Total ReturnCategory Average
    Total Return0.155.5214.69-2.845.37
    Category Average-0.856.6914.75-5.115.78
    Assets for Each Yr*8.868.9511.4912.7813.70
    *billions

    Trailing Returns %
    01-31-19

      YTD 3 Year 5 Year    
    Fund Family 5.37 8.46 5.87

    Key Stats
    01-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $13,704 mil $1,000 39.71 60.29
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 36.32 0.85 Below Avg
    International Stock 2.4 15.33 1.25 Average
    Municipal Bond 3.0 1.08 0.93 Average
    Taxable Bond 3.2 34.09 1.03 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    02-27-19

      Sector YTD Return % % Net Assets  
    Danaher Corp* Healthcare 22.57 0.99
    Alphabet Inc Class C* Technology 7.77 0.93
    Thermo Fisher Scientific Inc* Healthcare 15.80 0.89
    Ecolab Inc* Basic Materials 14.35 0.83
    Mastercard Inc A* Financial Services 19.22 0.69
    Intuit Inc* Technology 27.16 0.55
    American Tower Corp* Communication Services 9.49 0.55
    Walt Disney Co* Consumer Cyclical 2.85 0.49
    3M Co* Industrials 10.46 0.48
    Xylem Inc* Industrials 14.72 0.45
    Marsh & McLennan Companies Inc* Financial Services 16.88 0.41
    Amazon.com Inc* Consumer Cyclical 9.26 0.39
    Alphabet Inc A* Technology 7.46 0.35
    Coca-Cola Co* Consumer Defensive -5.09 0.34
    Fiserv Inc* Industrials 15.73 0.33
    TJX Companies Inc* Consumer Cyclical 15.68 0.30
    JPMorgan Chase & Co* Financial Services 8.54 0.30
    Bank of America Corporation* Financial Services 19.85 0.27
    TE Connectivity Ltd* Technology 9.65 0.27
    Verizon Communications Inc* Communication Services 1.96 0.26

    Best 5-Year Relative Performance | More
    02-27-19

    Worst 5-Year Relative Performance | More
    02-27-19

    Lowest Expenses | More
    02-27-19

    Highest Expenses | More
    02-27-19

    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
    02-27-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.30
    Calvert Ultra-Short Vishal Khanduja 5.30
    Calvert Bond A Vishal Khanduja 4.70
    Calvert Income A Vishal Khanduja 4.70
    Calvert Long-Term In Vishal Khanduja 4.70

    Shortest Manager Tenure | More
    02-27-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 1.20
    Calvert Internationa Thomas C. Seto 1.40
    Calvert US Large Cap Thomas C. Seto 1.40
    Calvert US Large Cap Thomas C. Seto 1.40
    Calvert US Large Cap Thomas C. Seto 1.40