Calvert International Opportunities I 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.
Calvert International Opportunities Fund Class I COIIX
- NAV / 1-Day Return 18.76 / 0.00
- Total Assets 259.2M
-
Adj. Expense Ratio
1.070%
- Expense Ratio 1.070%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Foreign Small/Mid Growth
- Investment Style Mid Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 3.24%
- Turnover 36%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 12:11 AM GMT+0
Morningstar’s Analysis COIIX
Will COIIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Diploma PLC | 2.18 | 5M | Industrials |
FinecoBank SpA | 2.09 | 5M | Financial Services |
Fuji Corp | 1.99 | 5M | Industrials |
Bawag Group AG Ordinary Shares | 1.93 | 5M | Financial Services |
Makita Corp | 1.92 | 5M | Industrials |
Relo Group Inc | 1.87 | 5M | Industrials |
Moncler SpA | 1.82 | 5M | Consumer Cyclical |
Wise Group PLC Class A | 1.78 | 4M | Technology |
Morgan Stanley Inst Lqudty Gov Sec Ins | 1.74 | 4M | Cash and Equivalents |
Halma PLC | 1.73 | 4M | Industrials |
United States