Calvert Investments Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return5.690.155.5214.69--
    Category Average4.69-0.906.7814.691.83
    Assets for Each Yr*9.798.868.9511.4911.49
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 14.69 6.62 7.87

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $11,493 mil $1,000 51.46 48.54
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 35.48 0.91 Below Avg
    International Stock 2.3 9.00 1.31 Average
    Municipal Bond 3.0 1.26 0.93 Average
    Taxable Bond 3.6 37.85 1.01 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-16-18

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 3.29 1.13
    Visa Inc Class A* Financial Services 5.59 1.05
    Danaher Corp* Healthcare 7.16 1.04
    Alphabet Inc C* Technology 7.20 1.04
    Thermo Fisher Scientific Inc* Healthcare 9.55 1.00
    Facebook Inc A* Technology 1.09 0.82
    Ecolab Inc* Basic Materials 2.12 0.81
    Apple Inc* Technology 4.11 0.72
    Zoetis Inc* Healthcare 4.86 0.67
    Johnson & Johnson* Healthcare 5.11 0.67
    Dollar General Corp* Consumer Defensive 6.12 0.64
    IDEX Corp* Industrials 3.96 0.64
    3M Co* Industrials 3.98 0.62
    Mondelez International Inc Class* Consumer Defensive 0.44 0.58
    Praxair Inc* Basic Materials 4.80 0.58
    Walt Disney Co* Consumer Cyclical 2.96 0.57
    Fortive Corp* Technology 2.27 0.56
    PepsiCo Inc* Consumer Defensive -1.72 0.56
    The Priceline Group Inc* Consumer Cyclical 10.46 0.56
    Accenture PLC A* Technology 3.18 0.55

    Best 5-Year Relative Performance | More
    01-16-18

    Worst 5-Year Relative Performance | More
    01-16-18

    Lowest Expenses | More
    01-16-18

    Highest Expenses | More
    01-16-18

    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
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 5.20
    Calvert Ultra-Short Vishal Khanduja 4.20
    Calvert Bond A Vishal Khanduja 3.60
    Calvert Income A Vishal Khanduja 3.60
    Calvert Long-Term In Vishal Khanduja 3.60

    Shortest Manager Tenure | More
    01-16-18

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert High Yield B Raphael Leeman 1.00
    Calvert Internationa Thomas C. Seto 1.00
    Calvert Responsible Craig Robert Brandon 1.00
    Calvert US Large Cap Thomas C. Seto 1.00
    Calvert US Large Cap Thomas C. Seto 1.00