Calvert expects to fully reopen Calvert Emerging Markets effective Nov. 22, 2022. The fund has been closed to most new investors since May 14, 2021, though it remained accessible to existing investors and internal strategies. The fund’s reopening does not affect its Morningstar Analyst Rating of Neutral.
- NAV / 1-Day Return 15.61 / 0.52 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Diversified Emerging Mkts
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.53%
- Turnover 56%
Morningstar’s Analysis CVMAX
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Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Calvert Emerging Markets Reopening to New Investors
Analyst Note
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 54
- Bond Holdings 1
- Other Holdings 9
- % Assets in Top 10 Holdings 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector