Calvert Funds (CIOAX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com
Category:International/Global Funds
Style:Growth
Assets: ($ millions)$54.9

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Type:Mid-Cap
Expenses:1.43%
Max. defer. load: 
Max. front load:4.75%
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:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance12/31/17
  Fund Return Percentile Rank *
Year to date: 37.91% 11
1 Year: 37.91% 11
Annualized returns:
3 Year: 12.22% 12
5 Year: 11.44% 12
10 Year: 4.18% 21
Since inception: 4.27% 82
Inception date: 05/31/07  
Bear Market: -23.46%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics12/31/17
Alpha 3YR:4.33
Alpha 5YR:3.87
Beta 3YR:0.91
Beta 5YR:0.87
R. Squared 3YR:84.40
R. Squared 5YR:84.97
Sharpe 3YR:0.98
Sharpe 5YR:1.00
Std. Dev. 3YR:11.08
Std. Dev. 5YR:11.08
Sector Distribution 
No fund sectors available