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Calvert Funds (COIIX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Institutional Funds
Assets: ($ millions)$169.9

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:26.80
Avg. P/B:4.01
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 Issues12/31/17
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 Performance12/31/17
Year to date: 38.51%
Year to date: 38.51%
1 Year: 38.51%
Annualized returns:
3 Year: 12.67%
5 Year: 11.92%
10 Year: 4.63%
Since inception: 4.73%
Inception date: 05/31/07
Bear Market: -23.26%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:4.75
Alpha 5YR:4.31
Beta 3YR:0.91
Beta 5YR:0.87
R. Squared 3YR:84.76
R. Squared 5YR:85.25
Sharpe 3YR:1.02
Sharpe 5YR:1.05
Std. Dev. 3YR:11.06
Std. Dev. 5YR:11.06
Sectors Pie Chart 
No fund sectors available


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