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Morningstar

Calvert International Equity I CWVIX

Morningstar Analyst Rating
Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 22.72  /  0.57 %
  • Total Assets 910.1 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.09%
  • Turnover 32%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis CWVIX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin Calvert International Equity I's Morningstar Quantitative Rating of Silver. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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