Morningstar

Calvert International Responsible Index Fund Class I CDHIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $43.47  /  −1.32 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 0.290%
  • Net Expense Ratio 0.290%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.88%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis CDHIX

Will CDHIX outperform in the 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 CDHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDHIX 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 CDHIX’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 incorporates environmental, social, and governance criteria without straying too far from the broader foreign developed market.

by Zachary Evens
Rated on Published on

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Portfolio Holdings CDHIX

More CDHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

5.68 96M
Technology

Samsung Electronics Co Ltd

3.05 51M
Technology

ASML Holding NV

2.14 36M
Technology

SK hynix Inc

2.06 35M
Technology

HSBC Holdings PLC

1.10 19M
Financial Services

Roche Holding AG

1.10 19M
—

Royal Bank of Canada

0.94 16M
Financial Services

Novartis AG Registered Shares

0.94 16M
Healthcare

Nestle SA

0.90 15M
Consumer Defensive

Siemens AG

0.89 15M
Industrials

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