Advertisement
Skip to Content
Morningstar

Calvert International Opportunities I COIIX

Morningstar Analyst Rating
Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.49  /  0.55 %
  • Total Assets 411.8 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 48%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis COIIX

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

People Pillar

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

Summary

|

A sound investment process and strong management team underpin Calvert International Opportunities I's Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor