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Morningstar

Calvert International Equity I CWVIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 25.05  /  +1.13 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.92%
  • Turnover 35%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CWVIX

Will CWVIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CWVIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CWVIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CWVIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A drop in People Pillar rating is the primary driver of Calvert International Equity I's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CWVIX

More CWVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

5.54 58.5 Mil
Consumer Defensive

AstraZeneca PLC

4.30 45.3 Mil
Healthcare

ASML Holding NV

4.20 44.3 Mil
Technology

Novo Nordisk A/S Class B

4.06 42.8 Mil
Healthcare

Iberdrola SA

3.97 42.0 Mil
Utilities

Compass Group PLC

3.75 39.6 Mil
Consumer Cyclical

Siemens AG

3.35 35.3 Mil
Industrials

Sanofi SA

3.31 35.0 Mil
Healthcare

Reckitt Benckiser Group PLC

3.13 33.0 Mil
Consumer Defensive

HSBC Holdings PLC

3.06 32.3 Mil
Financial Services