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Calvert Funds (COIIX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Institutional Funds
Assets: ($ millions)$204.8

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:24.64
Avg. P/B:3.84
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert International Opportunities Fund seeks long-term capital appreciation. The Fund invests primarily in the common and preferred stocks of non-U.S. small-cap to mid-cap companies. No more than 10% of the Fund's net assets will be invested in U.S. companies.
Social Issues05/31/18
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 
No fund sectors available
Fund Performance05/31/18
Year to date: 2.75%
Year to date: 2.75%
1 Year: 18.63%
Annualized returns:
3 Year: 9.74%
5 Year: 10.70%
10 Year: 5.14%
Since inception: 4.81%
Inception date: 05/31/07
Bear Market: -23.26%
Bear Market Period:     —    
MPT Statistics05/31/18
Alpha 3YR:5.11
Alpha 5YR:4.71
Beta 3YR:0.90
Beta 5YR:0.89
R. Squared 3YR:83.38
R. Squared 5YR:85.54
Sharpe 3YR:0.75
Sharpe 5YR:0.91
Std. Dev. 3YR:11.34
Std. Dev. 5YR:11.34
Sectors Pie Chart 
No fund sectors available


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