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Morningstar

Calvert International Opportunities C COICX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 16.41  /  0.49 %
  • Total Assets 388.2 Mil
  • Adj. Expense Ratio
    2.070%
  • Expense Ratio 2.060%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 48%

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis COICX

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

People Pillar

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

Summary

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An incline in its Process Pillar rating is the primary driver of Calvert International Opportunities C's upgrade to a Morningstar Quantitative Rating of Bronze from Neutral. 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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