• Calvert International Opportunities Fund

Calvert Research and Management

  • INT
  • Mid-Cap
  • Core
  • Recently Viewed
  • Symbol Price
    FEKAX 12.87
    DMCAX 128.29
    BHHEX 23.7
    FEKIX 12.41
    DPDEX 19.69
    DMCCX 9.39
    USLUX 23.63
    GVDIX 9.42
    SSGMX 8.85
    GVDSX 51.33

Calvert International Opportunities Fund

CIOAX

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

$24.12 ( +0.32 )

52 Week HL

$24.12 - $17.38

Net Assets

$515.4 M

Expense Ratio

1.09 %

Sector Allocation

Mar 31, 2021

Top 10 Holdings

Mar 31, 2021

Company 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.

Documents

Prospectus

Summary

Fact Sheet

Q2 2021

Annual Reports

Website

Link

Performance

YTD

17.4 %

3 Year

65.22%

5 Year

90.98%

Best

37.95%
2017

Worst

-43.81%
2008

Returns +
Quarterly

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 1.5% -25.8% 10.3% 2.2% 8.8% 0.3% 5.9% 2.7% 5.3% 15.5% -
Q2 6.3% 21.6% 1.7% -0.4% 10.7% -4.9% 2.5% 2.4% 2% -7.6% -
Q3 8.9% 10.5% -2.4% 2.6% 8.4% 7.7% -8.7% -6.1% 10.9% 9.4% -
Q4 - 13.4% 11.6% -16.5% 5.9% -2% 2.7% -3.5% 6.5% 5% -

Returns +
Monthly

J F M A M J J A S O N D
2021 -2% 1.1% 2.4% 5.5% 2.3% -1.6% 4% 3% 1.7% - - -
2020 -2.6% -8% -17.2% 10.1% 8.2% 2% 3.7% 6% 0.6% -3% 10.1% 6.2%

Returns +
Annual

    2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
    0%16%29%-6%19%8%-1%14%29%13%0%

Alpha

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
CIOAX 17%13%24%-15%38%1%2%-5%28%25%-18%
S&P 500 -16%29%-6%19%8%-1%14%29%13%-
Alpha 17%-3%-4%-9%19%-8%2%-18%-1%12%-18%

CIOAX S&P 500

Chart +

Data Sources Disclaimer