Skip to Content
Morningstar

Calvert International Equity C CWVCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 19.39  /  +1.15 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.28%
  • Turnover 35%

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

Morningstar’s Analysis CWVCX

Will CWVCX 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 CWVCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A decline in People Pillar rating is the primary driver of Calvert International Equity C's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CWVCX

More CWVCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

5.54 58.5 Mil
Consumer Defensive

AstraZeneca PLC

4.30 45.3 Mil
Healthcare

ASML Holding NV

4.20 44.3 Mil
Technology

Novo Nordisk A/S Class B

4.06 42.8 Mil
Healthcare

Iberdrola SA

3.97 42.0 Mil
Utilities

Compass Group PLC

3.75 39.6 Mil
Consumer Cyclical

Siemens AG

3.35 35.3 Mil
Industrials

Sanofi SA

3.31 35.0 Mil
Healthcare

Reckitt Benckiser Group PLC

3.13 33.0 Mil
Consumer Defensive

HSBC Holdings PLC

3.06 32.3 Mil
Financial Services