- Calvert International Opportunities Fund
Calvert Research and Management
- International
- Mid-Cap
- Core
Summary
The fund seeks capital appreciation in the long term by investing in small-and mid-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 relies on fundamental bottom-up research to look for companies that capitalize on market inefficiencies.
Other attributes the team considers are a company’s business model with identifiable competitive advantages/barriers to entry, a scalable market opportunity, balance sheet strength, and a capable management team More
Price
Last Close
$15.44 ( +0.02 )
52 Week HL
$24.12 - $15.41
Net Assets
$530.4 M
Expense Ratio
1.09 %
Sector Allocation
Mar 31, 2021Top 10 Holdings
Mar 31, 2021Company Name
- Ashtead Group
- Diploma PLC
- Howden Joinery
- RWS Holdings
- IMCD NV
Holding
- 1.63
- 1.52
- 1.48
- 1.44
- 1.44
Company Name
- Bravida Holding
- Interpump Group
- Invesco Office
- Games Workshop
- BFF Bank
- Total
Holding
- 1.40
- 1.37
- 1.32
- 1.30
- 1.30
- 14.2%
Manager

Name
Aidan M. Farrell
Leadership
Single Manager
Tenure
2003
Advisor
Eaton Vance Advisers International Ltd.
Performance
YTD
-28.1 %
3 Year
-3.78%
5 Year
7.95%
Best
37.95%
2017
Worst
-43.81%
2008
Returns +
Quarterly
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Q1 | -15.4% | 1.5% | -25.8% | 10.3% | 2.2% | 8.8% | 0.3% | 5.9% | 2.7% | 5.3% | - |
Q2 | -15.6% | 6.3% | 21.6% | 1.7% | -0.4% | 10.7% | -4.9% | 2.5% | 2.4% | 2% | - |
Q3 | - | 8.9% | 10.5% | -2.4% | 2.6% | 8.4% | 7.7% | -8.7% | -6.1% | 10.9% | - |
Q4 | - | -3.7% | 13.4% | 11.6% | -16.5% | 5.9% | -2% | 2.7% | -3.5% | 6.5% | - |
Returns +
Monthly
J | F | M | A | M | J | J | A | S | O | N | D | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -9.3% | -5.3% | -1.5% | -7.5% | -8.1% | - | - | - | - | - | - | - |
2021 | -2% | 1.1% | 2.4% | 5.5% | 2.3% | -1.6% | 4% | 3% | 1.7% | -3.3% | -4% | -3.1% |
+
Annual
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | ||
---|---|---|---|---|---|---|---|---|---|---|---|---|
0% | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | 0% |
Alpha
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|
CIOAX | -28% | 6% | 13% | 24% | -15% | 38% | 1% | 2% | -5% | 28% | 25% |
S&P 500 | - | 29% | 16% | 29% | -6% | 19% | 8% | -1% | 14% | 29% | - |
Alpha | -28% | -23% | -3% | -4% | -9% | 19% | -8% | 2% | -18% | -1% | 25% |