Calvert Research and Management Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.155.5214.69-2.8414.99
    Category Average-0.836.6314.83-5.1111.54
    Assets for Each Yr*8.868.9511.4912.7816.92
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.99 8.72 6.46

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,918 mil $1,000 33.50 66.50
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.7 38.06 0.85 Below Avg
    International Stock 3.5 16.21 1.25 Average
    Municipal Bond 3.0 0.99 0.93 Average
    Taxable Bond 3.3 21.12 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Fund Name Expense Ratio Analyst Report  
    Calvert Floating-Rate Advant 1.44 --
    Calvert International Equity 1.32 --
    Calvert Global Water A 1.28 --
    Calvert Small-Cap A 1.28 --
    Calvert Mid-Cap A 1.21 --

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.90
    Calvert Ultra-Short Vishal Khanduja 5.80
    Calvert Bond A Vishal Khanduja 5.20
    Calvert Income A Vishal Khanduja 5.20
    Calvert Long-Term In Vishal Khanduja 5.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 1.80
    Calvert High Yield B Raphael A. Leeman 1.90
    Calvert Internationa Thomas C. Seto 2.00
    Calvert US Large Cap Thomas C. Seto 2.00
    Calvert US Large Cap Thomas C. Seto 2.00