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Calvert Funds (CWVGX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:International/Global Funds
Assets: ($ millions)$117.0

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:24.69
Avg. P/B:4.93
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 Issues07/31/18
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 Performance07/31/18
Year to date: -0.11%
Year to date: -0.11%
1 Year: 5.36%
Annualized returns:
3 Year: 2.07%
5 Year: 3.48%
10 Year: 0.85%
Since inception: 3.70%
Inception date: 07/02/92
Bear Market: -23.32%
Bear Market Period:     —    
MPT Statistics07/31/18
Alpha 3YR:-2.63
Alpha 5YR:-2.09
Beta 3YR:0.86
Beta 5YR:0.89
R. Squared 3YR:91.26
R. Squared 5YR:91.83
Sharpe 3YR:0.13
Sharpe 5YR:0.28
Std. Dev. 3YR:10.71
Std. Dev. 5YR:10.71
Sectors Pie Chart 
Sector Distribution Chart


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