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Calvert International Opportunities C COICX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.43  /  +0.55 %
  • Total Assets 360.3 Mil
  • Adj. Expense Ratio
    2.080%
  • Expense Ratio 2.080%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.78%
  • Turnover 33%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:09 PM GMT+0

Morningstar’s Analysis COICX

Will COICX outperform in future?

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

A strong management team and sound investment process underpin Calvert International Opportunities C's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings COICX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Diploma PLC

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Industrials

CAR Group Ltd

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Communication Services

JTC PLC Ordinary Shares

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Financial Services

Ipsos SA

1.71 6.0 Mil
Industrials

Cranswick PLC

1.69 5.9 Mil
Consumer Defensive

iShares MSCI Hong Kong ETF

1.68 5.9 Mil

The Chiba Bank Ltd

1.64 5.8 Mil
Financial Services

BFF Bank SpA

1.62 5.7 Mil
Financial Services

Fukuoka Financial Group Inc

1.58 5.5 Mil
Financial Services

Sdiptech AB Class B

1.57 5.5 Mil
Industrials