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 Sep 30, 2018

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 Sep 30, 2018

Nestle SA
Samsung Electronics Co Ltd
Novartis AG
Taiwan Semiconductor Manufacturing Co Ltd
Roche Holding AG
Unilever PLC
Toyota Motor Corp
SAP SE
Royal Bank of Canada
AIA Group Ltd
Total 10.68

Performance

Historical Returns (%) as of Sep 30, 2018

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 (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Calvert International Responsible Index 0.67 25.61
MSCI World ex USA Index2 8.95 -12.21 16.41 21.02 -4.32 -3.04 2.75 24.21

Portfolio

Index Statistics as of Sep 30, 2018

Median Market Cap $12.0B
Average Market Cap $53.9B
Price/Earnings Ratio 14.60
Price/Book Ratio 1.85
Number of Constituents 748

GICS Sector Breakdown (%)4 as of Sep 30, 2018

 

Index Constituents (%)5 as of Oct 31, 2018

Holding % of Index
Nestle SA 1.79%
Novartis AG 1.37%
Samsung Electronics Co Ltd 1.35%
Roche Holding AG 1.20%
Taiwan Semiconductor Manufacturing Co Ltd 1.12%
Unilever PLC 1.08%
Toyota Motor Corp 0.93%
GlaxoSmithKline PLC 0.78%
Royal Bank of Canada 0.75%
AstraZeneca PLC 0.74%
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