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Calvert Funds (CWVIX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Institutional Funds
Assets: ($ millions)$62.7

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:22.69
Avg. P/B:4.32
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert World Values Fund International Equity seeks to provide a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of stocks that meet the Fund's investment and social criteria. The Fund invests at least 80% of its net assets in foreign companies, primarily large cap.
Social Issues05/31/18
Shareholder activism:YES
Community investment:P
Human rights:P
Products and Services:P
Animal testing:-
Nuclear power:X
Alcohol, tobacco & gambling:R/R/-

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
Basic Industries1.77% 
Cap. Goods & Tech.0.38% 
Consumer Non-Cyclicals0.12% 
Non - US92.12% 
Fund Performance05/31/18
Year to date: -0.32%
Year to date: -0.32%
1 Year: 7.94%
Annualized returns:
3 Year: 2.45%
5 Year: 4.49%
10 Year: -0.06%
Since inception: 2.61%
Inception date: 02/26/99
Bear Market: -23.08%
Bear Market Period:     —    
MPT Statistics05/31/18
Alpha 3YR:-1.66
Alpha 5YR:-1.13
Beta 3YR:0.85
Beta 5YR:0.88
R. Squared 3YR:91.02
R. Squared 5YR:91.68
Sharpe 3YR:0.17
Sharpe 5YR:0.38
Std. Dev. 3YR:10.87
Std. Dev. 5YR:10.87
Sectors Pie Chart 
Sector Distribution Chart


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