Calvert Research and Management Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return0.155.5214.69-2.849.28
    Category Average-0.836.6314.83-5.117.56
    Assets for Each Yr*8.868.9511.4912.7815.15
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.28 7.80 5.79

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $15,150 mil $1,000 37.39 62.61
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.2 37.02 0.85 Below Avg
    International Stock 2.9 15.68 1.25 Average
    Municipal Bond 3.0 1.03 0.93 Average
    Taxable Bond 3.4 22.16 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-25-19

      Sector YTD Return % % Net Assets  
    Danaher Corp* Healthcare 38.06 0.99
    Check Point Software Technologie* Technology 11.13 0.47
    JPMorgan Chase & Co* Financial Services 12.03 0.32
    TJX Companies Inc* Consumer Cyclical 19.52 0.31
    Laboratory Corp of America Holdi* Healthcare 34.07 0.30
    TE Connectivity Ltd* Technology 26.02 0.29
    Nike Inc B* Consumer Cyclical 12.03 0.23
    Electronic Arts Inc* Technology 22.80 0.19
    American Express Co* Financial Services 30.03 0.12
    Adobe Inc* Technology 27.29 0.11
    Coca-Cola Co* Consumer Defensive 11.00 0.10
    Catalent Inc* Healthcare 70.49 0.09
    Costco Wholesale Corp* Consumer Defensive 31.35 0.08
    Oracle Corp* Technology 25.14 0.08
    AbbVie Inc* Healthcare -26.41 0.07
    EnerSys* Technology -13.72 0.07
    Applied Industrial Technologies * Industrials 10.27 0.06
    Colgate-Palmolive Co* Consumer Defensive 25.60 0.06
    Minerals Technologies Inc* Basic Materials 2.57 0.06
    General Mills Inc* Consumer Defensive 40.42 0.05

    Best 5-Year Relative Performance | More
    06-25-19

    Worst 5-Year Relative Performance | More
    06-25-19

    Lowest Expenses | More
    06-25-19

    Highest Expenses | More
    06-25-19

    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
    06-25-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.70
    Calvert Ultra-Short Vishal Khanduja 5.60
    Calvert Bond A Vishal Khanduja 5.00
    Calvert Income A Vishal Khanduja 5.00
    Calvert Long-Term In Vishal Khanduja 5.00

    Shortest Manager Tenure | More
    06-25-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 1.50
    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