SocialFunds.com: Socially Responsible Investing News and Information.

Mutual Funds Center

Calvert International Opp A (CIOAX)

General Fund Information

Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com

Category:

International/Global Funds

Style:

Growth

Assets: ($ millions)	$60.1

Account min.:

$1,000

Reinvest. min.:

IRA account min.:

$1,000

IRA reinvest min.:

Type:

Mid-Cap

Expenses:

1.43%

Max. defer. load:

Max. front load:

4.75%

Avg. P/E:

28.41

Avg. P/B:

4.33

Avg. YTM:

Avg. Coupon Rate:

Fund Description

The Calvert International Opportunities Fund seeks long-term capital appreciation. The Fund invests primarily in the common and preferred stocks of non-U.S. small-cap to mid-cap companies. No more than 10% of the Fund's net assets will be invested in U.S. companies.

Social Issues

03/31/18

Shareholder activism:

Community investment:

Environment:

Human rights:

Employment:

Products and Services:

Weapons:

Animal testing:

Nuclear power:

Alcohol, tobacco & gambling:

Other:

P =	Positive screen: fund seeks companies with a positive record or achievement.
R =	Restricted investment: the fund has minimum criteria related to this issue.
X =	Exclusionary screen: fund avoids companies involved with this issue.
"-"	Fund does not screen for this criteria.

Fund Performance

03/31/18

Fund Return

Percentile Rank *

Year to date:

2.16%

1 Year:

29.50%

Annualized returns:

3 Year:

10.90%

5 Year:

10.78%

10 Year:

5.49%

Since inception:

4.38%

Inception date:

05/31/07

Bear Market:

-23.46%

Bear Market Period:

—

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.

MPT Statistics

03/31/18

Alpha 3YR:

5.11

Alpha 5YR:

4.34

Beta 3YR:

0.91

Beta 5YR:

0.89

R. Squared 3YR:

84.58

R. Squared 5YR:

86.15

Sharpe 3YR:

0.84

Sharpe 5YR:

0.91

Std. Dev. 3YR:

11.46

Std. Dev. 5YR:

11.46

Sector Distribution

No fund sectors available