Overview

Description

The Calvert International Responsible Index (Ticker: CALDMI) is composed of companies that operate their businesses in a manner that is consistent with The Calvert Principles for Responsible Investment and are selected from the universe of the 1000 largest companies in international developed markets. The Index is reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Jun 30, 2019

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALDMI
Total Return Ticker Symbol CALDMITR

Top 10 Constituents (%)3,4 as of Jun 30, 2019

Nestle SA 2.05
Samsung Electronics Co Ltd 1.35
Roche Holding AG 1.29
Novartis AG 1.25
Taiwan Semiconductor Manufacturing Co Ltd 1.19
Toyota Motor Corp 1.14
Unilever PLC 1.03
SAP SE 0.90
AIA Group Ltd 0.88
LVMH Moet Hennessy Louis Vuitton SE 0.78
Total 11.87

Performance

Historical Returns (%) as of Jun 30, 2019

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
Calvert International Responsible Index 0.67 25.61 -14.18
MSCI World ex USA Index2 8.95 -12.21 16.41 21.02 -4.32 -3.04 2.75 24.21 -14.09

Portfolio

Index Statistics as of Jun 30, 2019

Median Market Cap $10.8B
Average Market Cap $58.3B
Price/Earnings Ratio 14.77
Price/Book Ratio 1.76
Number of Constituents 784

GICS Sector Breakdown (%)4 as of Jun 30, 2019

 

Index Constituents (%)5 as of Jun 30, 2019

Holding % of Index
Nestle SA 2.05%
Samsung Electronics Co Ltd 1.35%
Roche Holding AG 1.29%
Novartis AG 1.25%
Taiwan Semiconductor Manufacturing Co Ltd 1.19%
Toyota Motor Corp 1.14%
Unilever PLC 1.03%
SAP SE 0.90%
AIA Group Ltd 0.88%
LVMH Moet Hennessy Louis Vuitton SE 0.78%
View All

Literature

Literature

Calvert Principles for Responsible Investment

Download

Holdings-1st or 3rd fiscal quarters-www.sec.gov

Download

Index Rules and Methodology

Download - Last updated: Jun 15, 2018