Calvert Funds (COIIX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
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: 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: 38.51% 9
1 Year: 38.51% 9
Annualized returns:
3 Year: 12.67% 10
5 Year: 11.92% 9
10 Year: 4.63% 16
Since inception: 4.73% 77
Inception date: 05/31/07  
Bear Market: -23.26%  
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:4.75
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
Sector Distribution 
No fund sectors available