Morningstar

Calvert International Equity Fund Class I CWVIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $29.50  /  −0.61 %
  • Fund Size $784.8M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.08%
  • Turnover Ratio 29%
NAV and 1-Day Return as of

Morningstar’s Analysis CWVIX

Will CWVIX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert International Equity I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CWVIX

More CWVIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nestle SA

4.63 38M
Consumer Defensive

ASML Holding NV

4.48 37M
Technology

L'Oreal SA

3.82 31M
Consumer Defensive

Compass Group PLC

3.61 29M
Consumer Cyclical

Roche Holding AG

3.50 28M
—

AIA Group Ltd

3.41 28M
Financial Services

Schneider Electric SE

3.40 28M
Industrials

Iberdrola SA

3.18 26M
Utilities

Royal Bk Scotlan

2.98 24M
Financial Services

Lvmh Moet Hennessy Louis Vuitton SE

2.90 24M
Consumer Cyclical

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