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Calvert Funds (CWVGX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:International/Global Funds
Assets: ($ millions)$134.4

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:24.99
Avg. P/B:3.82
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 Issues01/31/18
Shareholder activism:YES
Community investment:YES
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 Performance01/31/18
Year to date: 4.04%
Year to date: 4.04%
1 Year: 23.54%
Annualized returns:
3 Year: 6.15%
5 Year: 5.76%
10 Year: 0.54%
Since inception: 3.94%
Inception date: 07/02/92
Bear Market: -23.32%
Bear Market Period:     —    
MPT Statistics01/31/18
Alpha 3YR:-2.43
Alpha 5YR:-1.54
Beta 3YR:0.89
Beta 5YR:0.89
R. Squared 3YR:93.84
R. Squared 5YR:92.90
Sharpe 3YR:0.51
Sharpe 5YR:0.51
Std. Dev. 3YR:10.80
Std. Dev. 5YR:10.80
Sectors Pie Chart 
Sector Distribution Chart


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