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Morningstar

Calvert International Opportunities I COIIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 17.42  /  +1.63 %
  • Total Assets 348.2 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 1.82%
  • Turnover 33%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

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.

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings COIIX

More COIIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Chiba Bank Ltd

2.09 7.5 Mil
Financial Services

Diploma PLC

1.99 7.1 Mil
Industrials

Sdiptech AB Class B

1.96 7.0 Mil
Industrials

Fukuoka Financial Group Inc

1.96 7.0 Mil
Financial Services

JTC PLC Ordinary Shares

1.83 6.6 Mil
Financial Services

CAR Group Ltd

1.82 6.6 Mil
Communication Services

Ipsos SA

1.82 6.6 Mil
Industrials

Cranswick PLC

1.64 5.9 Mil
Consumer Defensive

discoverIE Group PLC

1.62 5.8 Mil
Technology

Euronext NV

1.61 5.8 Mil
Financial Services