Calvert Funds (COICX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
Category:International/Global Funds
Assets: ($ millions)$6.8

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:28.41
Avg. P/B:4.33
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 Issues03/31/18
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 Performance03/31/18
  Fund Return Percentile Rank *
Year to date: 1.93% 14
1 Year: 28.58% 8
Annualized returns:
3 Year: 9.95% 17
5 Year: 9.84% 15
10 Year: 4.61% 28
Since inception: 3.75% 84
Inception date: 07/31/07  
Bear Market: -23.74%  
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 Statistics03/31/18
Alpha 3YR:4.22
Alpha 5YR:3.45
Beta 3YR:0.91
Beta 5YR:0.89
R. Squared 3YR:84.64
R. Squared 5YR:86.18
Sharpe 3YR:0.76
Sharpe 5YR:0.83
Std. Dev. 3YR:11.46
Std. Dev. 5YR:11.46
Sector Distribution 
No fund sectors available