Morningstar

Calvert International Opportunities Fund Class A CIOAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 19.36  /  −0.62 %
  • Total Assets 245.9M
  • Adj. Expense Ratio
    1.320%
  • Expense Ratio 1.320%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 3.00%
  • Turnover 36%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CIOAX

Will CIOAX 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 CIOAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert International Opportunities A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CIOAX

More CIOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diploma PLC

2.21 6M
Industrials

FinecoBank SpA

2.10 5M
Financial Services

Bawag Group AG Ordinary Shares

2.07 5M
Financial Services

Moncler SpA

2.00 5M
Consumer Cyclical

Halma PLC

1.86 5M
Industrials

discoverIE Group PLC

1.84 5M
Technology

Makita Corp

1.83 5M
Industrials

Irish Residential Properties REIT PLC

1.80 5M
Real Estate

Babcock International Group PLC

1.79 5M
Industrials

Relo Group Inc

1.77 5M
Industrials

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