Calvert Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return13.495.350.125.4411.51
    Category Average13.634.32-0.996.6511.34
    Assets for Each Yr*10.5410.899.9710.1611.01
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 11.51 5.85 7.42

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,007 mil $2,000 52.94 47.06
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 35.90 0.88 Below Avg
    International Stock 2.3 7.86 1.28 Average
    Municipal Bond 3.0 1.31 0.84 Average
    Taxable Bond 3.6 38.09 0.97 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 36.45 1.13
    Visa Inc Class A* Financial Services 43.18 1.05
    Danaher Corp* Healthcare 20.76 1.04
    Alphabet Inc C* Technology 33.77 1.04
    Thermo Fisher Scientific Inc* Healthcare 35.41 1.00
    Facebook Inc A* Technology 56.10 0.82
    Ecolab Inc* Basic Materials 13.55 0.81
    Mastercard Inc A* Financial Services 46.45 0.80
    Apple Inc* Technology 49.85 0.72
    Zoetis Inc* Healthcare 32.32 0.67
    Johnson & Johnson* Healthcare 22.69 0.67
    Dollar General Corp* Consumer Defensive 15.69 0.64
    IDEX Corp* Industrials 43.86 0.64
    3M Co* Industrials 30.45 0.62
    Mondelez International Inc Class* Consumer Defensive -3.47 0.58
    Praxair Inc* Basic Materials 29.19 0.58
    Walt Disney Co* Consumer Cyclical 0.15 0.57
    Fortive Corp* Technology 35.47 0.56
    PepsiCo Inc* Consumer Defensive 12.39 0.56
    The Priceline Group Inc* Consumer Cyclical 18.12 0.56

    Best 5-Year Relative Performance | More
    11-16-17

    Worst 5-Year Relative Performance | More
    11-16-17

    Lowest Expenses | More
    11-16-17

    Highest Expenses | More
    11-16-17

    Fund Name Expense Ratio Analyst Report  
    Calvert Global Water A 1.63 --
    Calvert Global Energy Soluti 1.40 --
    Calvert International Equity 1.38 --
    Calvert Small-Cap A 1.37 --
    Calvert Mid-Cap A 1.31 --

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 5.00
    Calvert Ultra-Short Vishal Khanduja 4.00
    Calvert Bond A Vishal Khanduja 3.40
    Calvert Income A Vishal Khanduja 3.40
    Calvert Long-Term In Vishal Khanduja 3.40

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert High Yield B Raphael Leeman 0.90
    Calvert Internationa Aidan M. Farrell 0.90
    Calvert Internationa Thomas C. Seto 0.90
    Calvert Responsible Craig Robert Brandon 0.90
    Calvert US Large Cap Thomas C. Seto 0.90