Calvert International Responsible Index Fund selects stocks from the foreign developed market that align with Calvert’s Principles for Responsible Investment. The incorporation of environmental, social, and governance criteria can lead to active bets but the fund takes steps to rein in that risk, making it a compelling option.
Calvert International Responsible Idx A CDHAX
- NAV / 1-Day Return 29.30 / +1.31 %
- Total Assets 994.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.540%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Foreign Large Blend
- Investment Style Large Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 1.70%
- Turnover 20%
USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:15 PM GMT+0
Morningstar’s Analysis CDHAX
Will CDHAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Taiwan Semiconductor Manufacturing Co Ltd | 2.58 | 24.8 Mil | Technology |
ASML Holding NV | 1.91 | 18.4 Mil | Technology |
Novo Nordisk A/S Class B | 1.87 | 18.0 Mil | Healthcare |
Toyota Motor Corp | 1.62 | 15.6 Mil | Consumer Cyclical |
Samsung Electronics Co Ltd | 1.53 | 14.7 Mil | Technology |
Nestle SA | 1.43 | 13.7 Mil | Consumer Defensive |
Lvmh Moet Hennessy Louis Vuitton SE | 1.24 | 11.9 Mil | Consumer Cyclical |
Linde PLC | 1.19 | 11.4 Mil | Basic Materials |
SAP SE | 1.03 | 10.0 Mil | Technology |
AstraZeneca PLC | 1.02 | 9.8 Mil | Healthcare |