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

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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 Issues02/28/18
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 Performance02/28/18
Year to date: -0.27%
Year to date: -0.27%
1 Year: 18.36%
Annualized returns:
3 Year: 3.18%
5 Year: 5.47%
10 Year: 0.78%
Since inception: 2.65%
Inception date:
Bear Market: -23.08%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-2.16
Alpha 5YR:-1.19
Beta 3YR:0.88
Beta 5YR:0.89
R. Squared 3YR:93.82
R. Squared 5YR:93.17
Sharpe 3YR:0.24
Sharpe 5YR:0.47
Std. Dev. 3YR:11.01
Std. Dev. 5YR:11.01
Sectors Pie Chart 
Sector Distribution Chart


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