Calvert Research and Management Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return0.155.5214.69-2.8415.06
    Category Average-0.836.6314.83-5.1112.81
    Assets for Each Yr*8.868.9511.4912.7816.49
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 15.06 8.82 6.94

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $16,486 mil $1,000 36.29 63.71
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.2 38.31 0.85 Below Avg
    International Stock 3.2 16.04 1.25 Average
    Municipal Bond 3.0 0.98 0.93 Average
    Taxable Bond 3.3 21.07 1.08 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-13-19

      Sector YTD Return % % Net Assets  
    Zoetis Inc Class A* Healthcare 46.35 0.67
    Mondelez International Inc Class* Consumer Defensive 37.62 0.44
    The Walt Disney Co* Consumer Cyclical 25.75 0.36
    The Estee Lauder Companies Inc C* Consumer Defensive 39.62 0.35
    Fidelity National Information Se* Industrials 32.18 0.32
    JPMorgan Chase & Co* Financial Services 14.46 0.31
    Laboratory Corp of America Holdi* Healthcare 31.53 0.31
    Starbucks Corp* Consumer Cyclical 51.72 0.31
    Procter & Gamble Co* Consumer Defensive 29.96 0.26
    Charles Schwab Corp* Financial Services -8.04 0.23
    Verizon Communications Inc* Communication Services 3.48 0.23
    Nike Inc B* Consumer Cyclical 12.98 0.21
    Aon PLC* Financial Services 32.26 0.19
    Electronic Arts Inc* Technology 17.02 0.19
    Crown Castle International Corp* RealEstate 32.74 0.18
    Pfizer Inc* Healthcare -16.88 0.18
    The Home Depot Inc* Consumer Cyclical 22.83 0.18
    AT&T Inc* Communication Services 27.51 0.17
    Grand Canyon Education Inc* Consumer Defensive 31.02 0.17
    Merck & Co Inc* Healthcare 14.10 0.17

    Best 5-Year Relative Performance | More
    08-13-19

    Worst 5-Year Relative Performance | More
    08-13-19

    Lowest Expenses | More
    08-13-19

    Highest Expenses | More
    08-13-19

    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
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Emerging Mar Gary Greenberg 6.80
    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
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Calvert Floating-Rat Scott H. Page 1.70
    Calvert High Yield B Raphael A. Leeman 1.80
    Calvert Internationa Thomas C. Seto 1.90
    Calvert US Large Cap Thomas C. Seto 1.90
    Calvert US Large Cap Thomas C. Seto 1.90