CVMIX

Calvert Emerging Markets Equity Fund

The Fund seeks long-term capital appreciation by investing primarily in equity securities of companies located in emerging market countries.

Overall Morningstar Rating

Among 699 Funds in the Diversified Emerging Mkts Category


Based on risk-adjusted returns as of 3/31/2019

 

Historical Returns (%) as of Mar 31, 2021

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund’s current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Performance prior to December 31, 2016 reflects the performance of the Fund’s former adviser, Calvert Investment Management, Inc. The share class has no sales charge.
 

Fund Facts2

Expense Ratio (Gross)3 1.02%
Expense Ratio (Net)2,3 0.99%
Class I Inception 10/29/2012
Distribution Frequency Annually

Top 10 Holdings (%)4,5 as of Mar 31, 2021

Samsung Electronics Co Ltd 8.35
Taiwan Semiconductor Manufacturing Co Ltd 6.72
Alibaba Group Holding Ltd 5.09
Prosus NV 4.42
Tencent Holdings Ltd 3.81
KB Financial Group Inc 2.75
Techtronic Industries Co Ltd 2.60
NARI Technology Co Ltd 2.54
Yandex NV 2.44
AIA Group Ltd 2.41
Total 41.14

Real-world
impact

The following compares the impact of the holdings in this Calvert fund to the MSCI Emerging Markets Index across these important ESG factors:

Water Usage


97%

Lower than the MSCI Emerging Markets Index

Carbon Emissions


93%

Lower than the MSCI Emerging Markets Index

Toxic Emissions


100%

Lower than the MSCI Emerging Markets Index

Tobacco Exposure


100%

Lower than the MSCI Emerging Markets Index

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About Risk: 

The value of investments held by the Fund may increase or decrease in response to economic, and financial events (whether real, expected or perceived) in the U.S. and global markets. The value of equity securities is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, currency exchange rates or other conditions. In emerging countries, these risks may be more significant. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. The Fund is exposed to liquidity risk when trading volume, lack of a market maker or trading partner, large position size, market conditions, or legal restrictions impair its ability to sell particular investments or to sell them at advantageous market prices. The impact of the coronavirus on global markets could last for an extended period and could adversely affect the Fund’s performance. No fund is a complete investment program and you may lose money investing in a fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Interested in our funds?

Sign in or create an account with one of these brokers

Talk to your financial advisor or visit one of these financial intermediaries to learn more. Shares of Calvert funds may be purchased by delivering an application to the Fund’s transfer agent or through financial intermediaries.

Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy.

Interested in our funds?

Sign in or create an account with one of these brokers

Talk to your financial advisor or visit one of these financial intermediaries to learn more. Shares of Calvert funds may be purchased by delivering an application to the Fund’s transfer agent or through financial intermediaries.

Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy.

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