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Morningstar

Calvert International Equity A CWVGX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 19.84  /  0.76 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.84%
  • Turnover 32%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 11:48 PM GMT+0

Morningstar’s Analysis CWVGX

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

People Pillar

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

A strong management team and sound investment process underpin Calvert International Equity A's Morningstar Medalist Rating of 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CWVGX

More CWVGX Holdings
  • Current Portfolio Date
  • Equity Holdings 43
  • Bond Holdings 1
  • Other Holdings 9
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

5.74
61,058,755
Consumer Defensive

AstraZeneca PLC

4.14
44,080,289
Healthcare

Iberdrola SA

3.84
40,883,640
Utilities

Reckitt Benckiser Group PLC

3.75
39,919,508
Consumer Defensive

LVMH Moet Hennessy Louis Vuitton SE

3.18
33,832,215
Consumer Cyclical

Siemens AG

3.11
33,102,763
Industrials

HSBC Holdings PLC

3.08
32,767,651
Financial Services

ASML Holding NV

3.06
32,595,959
Technology

InterContinental Hotels Group PLC

3.01
32,051,333
Consumer Cyclical

AIA Group Ltd

2.95
31,350,680
Financial Services