CVMIX – Calvert Emerging Markets Equity I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation by investing primarily in equity securities of companies located in emerging market countries. The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in equity securities of companies located in emerging market countries. It may invest in companies of any market capitalization but seeks to have market capitalization size characteristics similar to that of the MSCI Emerging Markets Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CVMIX	Calvert Emerging Markets Equity Fund Class I	Institutional	Open			Oct 31, 2012	$1.31B	0.990%	Average	$1M	−$40.49M
CVMAX	Calvert Emerging Markets Equity Fund Class A	Front Load	Open			Oct 31, 2012	$243.68M	1.240%	Below Average	$1,000	−$29.02M
CVMCX	Calvert Emerging Markets Equity Fund Class C	Level Load	Open			Oct 31, 2012	$6.91M	1.990%	Below Average	$1,000	−$5.79M
CVMRX	Calvert Emerging Markets Equity Fund Class R6	Retirement, Large	Open			Feb 1, 2018	$136.61M	0.920%	Below Average	$5M	−$28.70M

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