Calvert International Equity Fund Class R6 CIESX

Morningstar Medalist Rating
  • NAV / 1-Day Return $29.40  /  −0.64 %
  • Fund Size $784.8M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.850%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 1.17%
  • Turnover Ratio 29%

Morningstar’s Analysis CIESX

Will CIESX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert International Equity R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings CIESX

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

4.63 38M
Consumer Defensive

ASML Holding NV

4.48 37M
Technology

L'Oreal SA

3.82 31M
Consumer Defensive

Compass Group PLC

3.61 29M
Consumer Cyclical

Roche Holding AG

3.50 28M
—

AIA Group Ltd

3.41 28M
Financial Services

Schneider Electric SE

3.40 28M
Industrials

Iberdrola SA

3.18 26M
Utilities

Royal Bk Scotlan

2.98 24M
Financial Services

Lvmh Moet Hennessy Louis Vuitton SE

2.90 24M
Consumer Cyclical

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