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Calvert Funds 
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:International/Global 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:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

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: -0.46%
Year to date: -0.46%
1 Year: 17.02%
Annualized returns:
3 Year: 1.98%
5 Year: 4.08%
10 Year: -0.70%
Since inception: 2.10%
Inception date:
Bear Market: -23.55%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-3.30
Alpha 5YR:-2.49
Beta 3YR:0.88
Beta 5YR:0.89
R. Squared 3YR:93.99
R. Squared 5YR:93.35
Sharpe 3YR:0.14
Sharpe 5YR:0.34
Std. Dev. 3YR:11.02
Std. Dev. 5YR:11.02
Sectors Pie Chart 
Sector Distribution Chart


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