Calvert Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return5.690.155.5214.69-0.64
    Category Average4.72-0.856.6914.75-1.96
    Assets for Each Yr*9.798.868.9511.4912.96
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -0.64 5.67 5.53

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $12,959 mil $1,000 41.69 58.31
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 36.57 0.91 Average
    International Stock 2.5 13.34 1.31 Average
    Municipal Bond 3.0 1.12 0.93 Average
    Taxable Bond 3.5 35.20 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-07-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 32.36 1.33
    Alphabet Inc Class C* Technology 4.49 0.97
    Thermo Fisher Scientific Inc* Healthcare 29.58 0.96
    Danaher Corp* Healthcare 12.64 0.93
    Ecolab Inc* Basic Materials 20.44 0.77
    Mastercard Inc A* Financial Services 38.24 0.74
    Intuit Inc* Technology 41.67 0.69
    Praxair Inc* Basic Materials 9.47 0.67
    Apple Inc* Technology 25.30 0.65
    Intercontinental Exchange Inc* Financial Services 12.34 0.55
    3M Co* Industrials -12.75 0.52
    Verisk Analytics Inc* Industrials 25.99 0.52
    Mondelez International Inc Class* Consumer Defensive 3.64 0.51
    Walt Disney Co* Consumer Cyclical 9.65 0.48
    Check Point Software Technologie* Technology 8.91 0.46
    Amazon.com Inc* Consumer Cyclical 50.11 0.45
    American Tower Corp* Communication Services 11.63 0.44
    Marsh & McLennan Companies Inc* Financial Services 9.12 0.41
    PepsiCo Inc* Consumer Defensive -1.38 0.41
    Comcast Corp Class A* Communication Services -2.55 0.37

    Best 5-Year Relative Performance | More
    11-07-18

    Worst 5-Year Relative Performance | More
    11-07-18

    Lowest Expenses | More
    11-07-18

    Highest Expenses | More
    11-07-18

    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
    11-07-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.00
    Calvert Ultra-Short Vishal Khanduja 5.00
    Calvert Bond A Vishal Khanduja 4.40
    Calvert Income A Vishal Khanduja 4.40
    Calvert Long-Term In Vishal Khanduja 4.40

    Shortest Manager Tenure | More
    11-07-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 0.90
    Calvert Internationa Thomas C. Seto 1.10
    Calvert US Large Cap Thomas C. Seto 1.10
    Calvert US Large Cap Thomas C. Seto 1.10
    Calvert US Large Cap Thomas C. Seto 1.10