Calvert Investments Fund Family Report
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  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return5.690.155.5214.690.36
    Category Average4.72-0.856.6914.750.74
    Assets for Each Yr*9.798.868.9511.4912.59
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.36 5.90 7.10

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,591 mil $1,000 45.56 54.44
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 35.41 0.91 Average
    International Stock 2.2 13.00 1.31 Average
    Municipal Bond 3.0 1.15 0.93 Average
    Taxable Bond 3.3 35.66 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 24.23 1.26
    Visa Inc Class A* Financial Services 22.65 1.01
    Alphabet Inc C* Technology 13.61 0.98
    Danaher Corp* Healthcare 7.22 0.96
    Ecolab Inc* Basic Materials 7.30 0.72
    Intuit Inc* Technology 36.19 0.72
    Zoetis Inc Class A* Healthcare 19.92 0.70
    Praxair Inc* Basic Materials 8.90 0.65
    Dollar General Corp* Consumer Defensive 7.88 0.59
    3M Co* Industrials -13.37 0.54
    Apple Inc* Technology 13.86 0.54
    IDEX Corp* Industrials 5.99 0.50
    Mondelez International Inc Class* Consumer Defensive 1.10 0.50
    Accenture PLC A* Technology 10.67 0.48
    Amazon.com Inc* Consumer Cyclical 55.03 0.46
    American Tower Corp* Communication Services 1.46 0.45
    Fortive Corp* Technology 6.92 0.45
    Walt Disney Co* Consumer Cyclical 3.10 0.45
    Xylem Inc* Industrials 1.09 0.40
    PepsiCo Inc* Consumer Defensive -4.58 0.39

    Best 5-Year Relative Performance | More
    07-13-18

    Worst 5-Year Relative Performance | More
    07-13-18

    Lowest Expenses | More
    07-13-18

    Highest Expenses | More
    07-13-18

    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
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 5.70
    Calvert Ultra-Short Vishal Khanduja 4.70
    Calvert Bond A Vishal Khanduja 4.10
    Calvert Income A Vishal Khanduja 4.10
    Calvert Long-Term In Vishal Khanduja 4.10

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 0.60
    Calvert Internationa Thomas C. Seto 0.80
    Calvert US Large Cap Thomas C. Seto 0.80
    Calvert US Large Cap Thomas C. Seto 0.80
    Calvert US Large Cap Thomas C. Seto 0.80