Mutual Funds - Profile

Calvert International Equity Fund

INT > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks high total return by investing in mega-and large-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team selects companies that have superior business franchises not fully reflected in current market prices.

The team also looks for companies with a high return on invested capital, durable competitive advantage and/or management teams aligned with shareholders’ interests.

In addition, the team seeks companies that are high More

Price

  • Last Close
  • $26.74
    +0.05
  • 52 Week HL
  • $28.47 - $20.78
  • Net Assets
  • $931.4 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Nestle SA 4.20
Sanofi 3.71
ASML Holding 3.48
Iberdrola SA 2.97
CALVERT CASH 2.96
Company Holding
Unilever PLC 2.92
Schneider Electric 2.85
LVMH Moet 2.82
Novo Nordisk 2.79
CSL Ltd 2.71
Total 31.41%

Manager

  • Name
  • Christopher M. Dyer
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Eaton Vance Advisers International Ltd.

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
6.9 % YTD

  • 3 Year
  • 0%
  • 5 Year
  • 0%
  • Best
  • 17.4%
    2020
  • Worst
  • 6.93%
    2021

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CIESX 0%16%29%-6%19%8%-1%14%29%13%0%
S&P 500 19%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.3% -18.1% - - - - - - - - -
Q2 6.5% 17.8% 6.4% - - - - - - - -
Q3 -0.5% 6% -1.1% - - - - - - - -
Q4 -0.4% 14.7% 9.4% - - - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 -1.6% 1.8% 1.2% 3.9% 4.2% -1.7% 1.6% 2.2% -4.2% -0.4% - -
2020 -1.2% -5.1% -12.6% 6% 7% 3.8% 2.2% 5% -1.2% -4% 14.4% 4.5%

Annual Return

Index Comparison

Alpha

NAV