Calvert Investments Fund Family Report
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  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return13.495.350.125.445.44
    Category Average13.674.28-0.976.645.06
    Assets for Each Yr*10.5410.899.9710.1610.18
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 5.44 5.08 6.72

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,175 mil $2,000 56.12 43.88
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 36.31 0.88 Below Avg
    International Stock 2.4 5.96 1.28 Average
    Municipal Bond 3.0 1.41 0.84 Average
    Taxable Bond 3.7 38.92 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Alphabet Inc C* Technology 25.87 1.08
    Microsoft Corp* Technology 13.84 1.08
    Visa Inc Class A* Financial Services 21.76 1.06
    Thermo Fisher Scientific Inc* Healthcare 23.01 1.01
    Apple Inc* Technology 33.66 0.97
    Ecolab Inc* Basic Materials 12.33 0.81
    Mastercard Inc A* Financial Services 18.23 0.76
    Amphenol Corp Class A* Technology 11.55 0.72
    Danaher Corp* Healthcare 8.61 0.70
    Facebook Inc A* Technology 32.23 0.70
    Zoetis Inc* Healthcare 17.35 0.65
    Mondelez International Inc Class* Consumer Defensive 5.19 0.64
    Dollar Tree Inc* Consumer Defensive 1.43 0.63
    Walt Disney Co* Consumer Cyclical 4.02 0.61
    Johnson & Johnson* Healthcare 11.59 0.61
    Lowe's Companies Inc* Consumer Cyclical 14.75 0.60
    Praxair Inc* Basic Materials 13.28 0.59
    PepsiCo Inc* Consumer Defensive 13.41 0.59
    3M Co* Industrials 13.69 0.58
    Fortive Corp* Technology 18.68 0.57

    Best 5-Year Relative Performance | More
    05-26-17

    Worst 5-Year Relative Performance | More
    05-26-17

    Lowest Expenses | More
    05-26-17

    Highest Expenses | More
    05-26-17

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 4.60
    Calvert Ultra-Short Vishal Khanduja 3.50
    Calvert Bond A Vishal Khanduja 2.90
    Calvert Income A Vishal Khanduja 2.90
    Calvert Long-Term In Vishal Khanduja 2.90

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Developed Mk Thomas C. Seto 0.40
    Calvert Internationa Aidan M. Farrell 0.40
    Calvert Tax-Free Res Craig Robert Brandon 0.40
    Calvert US Large Cap Thomas C. Seto 0.40
    Calvert US Large Cap Thomas C. Seto 0.40