Calvert International Responsible Index Fund Class R6 CDHRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$43.65  /  +1.46%
  • Fund Size$1.6B
  • Adjusted Expense Ratio0.260%
  • Net Expense Ratio0.260%
  • Fee Level: DistributionLow
  • Share Class TypeRetirement, Large
  • Morningstar CategoryForeign Large Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield3.04%
  • Turnover Ratio16%

Morningstar’s Analysis CDHRX

Will CDHRX outperform in the future?

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

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.

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Portfolio Holdings CDHRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

6.03101M
Technology

Samsung Electronics Co Ltd

3.3156M
Technology

SK hynix Inc

2.5042M
Technology

ASML Holding NV

2.3039M
Technology

HSBC Holdings PLC

1.0918M
Financial Services

Roche Holding AG

1.0818M
—

Royal Bank of Canada

0.9316M
Financial Services

AstraZeneca PLC

0.9215M
Healthcare

Novartis AG Registered Shares

0.9115M
Healthcare

Nestle SA

0.8514M
Consumer Defensive

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