Morningstar

Calvert Emerging Markets Equity Fund Class C CVMCX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $25.48  /  +1.31 %
  • Fund Size $1.7B
  • Adjusted Expense Ratio 1.990%
  • Net Expense Ratio 1.990%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Diversified Emerging Mkts
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.05%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis CVMCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Emerging Markets Equity C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings CVMCX

More CVMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 53.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

17.92 307M
Technology

Samsung Electronics Co Ltd

10.46 179M
Technology

SK hynix Inc

5.11 88M
Technology

Tencent Holdings Ltd

4.06 70M
Communication Services

MediaTek Inc

3.18 55M
Technology

Alibaba Group Holding Ltd Ordinary Shares

3.06 52M
Consumer Cyclical

Delta Electronics Inc

2.81 48M
Technology

ICICI Bank Ltd

2.18 37M
Financial Services

Wiwynn Corp Ordinary Shares

2.15 37M
Technology

KB Financial Group Inc

2.08 36M
Financial Services

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