Calvert Research and Management Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-19

    Total ReturnCategory Average
    Total Return0.155.5214.69-2.8414.33
    Category Average-0.836.6314.83-5.1112.38
    Assets for Each Yr*8.868.9511.4912.7816.07
    *billions

    Trailing Returns %
    06-30-19

      YTD 3 Year 5 Year    
    Fund Family 14.33 9.52 6.52

    Key Stats
    06-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,074 mil $1,000 36.97 63.03
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.0 37.87 0.85 Below Avg
    International Stock 3.2 16.24 1.25 Average
    Municipal Bond 3.0 0.98 0.93 Average
    Taxable Bond 3.1 21.25 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-15-19

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 37.24 1.13
    Thermo Fisher Scientific Inc* Healthcare 29.23 0.94
    Intercontinental Exchange Inc* Financial Services 22.71 0.65
    PepsiCo Inc* Consumer Defensive 23.13 0.43
    The Walt Disney Co* Consumer Cyclical 33.10 0.43
    Mondelez International Inc Class* Consumer Defensive 37.95 0.43
    3M Co* Industrials -7.78 0.41
    Fiserv Inc* Industrials 28.93 0.40
    Starbucks Corp* Consumer Cyclical 41.12 0.31
    TJX Companies Inc* Consumer Cyclical 27.17 0.31
    Laboratory Corp of America Holdi* Healthcare 38.18 0.30
    TE Connectivity Ltd* Technology 24.84 0.29
    Fidelity National Information Se* Industrials 27.80 0.28
    Bank of America Corporation* Financial Services 19.81 0.28
    Lowe's Companies Inc* Consumer Cyclical 17.94 0.27
    Qiagen NV* Healthcare 16.26 0.24
    Nike Inc B* Consumer Cyclical 21.28 0.23
    Aon PLC* Financial Services 36.47 0.18
    Pfizer Inc* Healthcare -0.41 0.17
    AMETEK Inc* Industrials 34.80 0.11

    Best 5-Year Relative Performance | More
    07-15-19

    Worst 5-Year Relative Performance | More
    07-15-19

    Lowest Expenses | More
    07-15-19

    Highest Expenses | More
    07-15-19

    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
    07-15-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.70
    Calvert Ultra-Short Vishal Khanduja 5.70
    Calvert Bond A Vishal Khanduja 5.10
    Calvert Income A Vishal Khanduja 5.10
    Calvert Long-Term In Vishal Khanduja 5.10

    Shortest Manager Tenure | More
    07-15-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 1.60
    Calvert High Yield B Raphael A. Leeman 1.70
    Calvert Internationa Thomas C. Seto 1.80
    Calvert US Large Cap Thomas C. Seto 1.80
    Calvert US Large Cap Thomas C. Seto 1.80