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Morningstar

Calvert International Responsible Idx A CDHAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 28.49  /  −0.07 %
  • Total Assets 994.9 Mil
  • Adj. Expense Ratio
    0.540%
  • 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 Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the CDHAX 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 CDHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broad yet intentional ESG strategy for international stocks.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

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.

by Zachary Evens
Rated on Published on

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Portfolio Holdings CDHAX

More CDHAX Holdings
  • 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