Calvert International Equity I
(CWVIX)
US Markets Closed
AdChoices
17.17
-0.06
-0.35%
:

Previous Close

17.23

Net Assets

88.00M

Yield

1.74%

Front load

None

Expenses

1.06%

Category

Foreign Large Growth

Morningstar Risk

Average

Morningstar Rating ★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • CWVIX

  • Category

    • 2013

    • 23.25%

    • -

    • 2012

    • 18.49%

    • -

    • 2011

    • -13.31%

    • -

    • 2010

    • 6.62%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 4.81%

      • 12.52%

      • 2.82%

      • Q2

      • 1.44%

      • -6.69%

      • 1.59%

      • Q3

      • 9.54%

      • 6.22%

      • -20.33%

      • Q4

      • 5.83%

      • 6.25%

      • 4.16%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Roche Holding AG Dividend Right Cert.

        • 2.42

        • 31,860

        • 700

        • Toyota Motor Corp

        • 2.26

        • 149,782

        • -7,768

        • HSBC Holdings PLC

        • 2.15

        • 823,375

        • 41,100

        • Sanofi

        • 1.64

        • 56,578

        • 18,433

        • Unilever NV DR

        • 1.61

        • 157,749

        • 29,222

        • AIA Group Ltd

        • 1.58

        • 1,189,427

        • 144,623

        • SOFTBANK Corp

        • 1.50

        • 83,533

        • 6,800

        • Isuzu Motors Ltd

        • 1.39

        • 383,000

        • 83,000

        • BG Group PLC

        • 1.37

        • 288,162

        • 73,995

        • Intesa Sanpaolo

        • 1.36

        • 1,747,363

        • 493,291

        • Name

        • Rating

        • YTD Return %

          • JOHCM International Select II

          • ★★★★★
          • -0.27

          • JOHCM International Select I

          • ★★★★★
          • -0.11

          • Goldman Sachs Tax Advntgd Gbl Eq Instl

          • ★★★★★
          • 2.00

          • JHancock International Growth I

          • ★★★★★
          • -1.88

          • Hartford International Growth I

          • ★★★★★
          • -2.58

          • Nuveen International Growth C

          • ★★★★★
          • -11.78

          • Nuveen International Growth I

          • ★★★★★
          • -11.06

          • Nuveen International Growth R3

          • ★★★★★
          • -11.46

          • Hartford International Growth R5

          • ★★★★★
          • -2.48

          • Hartford International Growth R4

          • ★★★★★
          • -2.73

          • Name

          • CWVIX

          • Category

            • Expense Ratio

            • 1.06%

            • 1.43%

            • Net Assets

            • 88.00M

            • 648.10M

            • Dividend Yield

            • 2.41%

            • 2.13

            • Price/Book

            • 1.72

            • 2.18

            • Price/Sales

            • 1.28

            • 1.49

            • Price/Cash Flow

            • 6.35

            • 7.54

            Profile

            Name of Issuer

            Calvert Investments

            Fund Style

            Open

            Fund Manager

            David Sheasby

            Investment Style

            Large Blend

            The investment seeks to provide a high total return consistent with reasonable risk. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities of foreign companies (common and preferred stock and the depositary receipts on such stock). It seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability challenges. The fund invests no more than 5% of its net assets in U.S. companies.

            Purchase Information

            Initial Purchase 1,000,000
            Initial Purchase: IRA NA
            Initial Purchase: AIP NA
            Front load None
            Back Load None

            Inception

            2/26/1999