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Calvert Funds (CWVIX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Institutional Funds
Assets: ($ millions)$64.4

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:23.01
Avg. P/B:4.86
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 Issues08/31/18
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 Performance08/31/18
Year to date: -0.43%
Year to date: -0.43%
1 Year: 5.96%
Annualized returns:
3 Year: 4.75%
5 Year: 4.31%
10 Year: 1.76%
Since inception: 2.57%
Inception date: 02/26/99
Bear Market: -23.08%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-1.57
Alpha 5YR:-1.15
Beta 3YR:0.84
Beta 5YR:0.88
R. Squared 3YR:89.05
R. Squared 5YR:91.48
Sharpe 3YR:0.40
Sharpe 5YR:0.36
Std. Dev. 3YR:10.65
Std. Dev. 5YR:10.65
Sectors Pie Chart 
Sector Distribution Chart


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