Calvert International Responsible Index incurs a modest amount of active risk to emphasize firms that better manage their environmental, social, and governance related risks. This well-diversified portfolio still captures a majority of the overseas developed market, and it should perform in line with the universe of foreign developed-markets stocks over the long run. It earns a Morningstar Analyst Rating of Bronze.
Will CDHIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CDHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.