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Calvert International Equity R6 (CIESX)

26.01 +0.09 (+0.35%)
At close: 5:23 PM EDT

Fund Summary

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities of foreign companies (common and preferred stock and the depositary receipts on such stock). The managers define non-U.S. large-cap companies as those whose market capitalization falls within the range of the Morgan Stanley Capital International ("MSCI") Europe, Australasia and Far East ("EAFE") Index at the time of investment.

Calvert International Equity R6

Bethesda, MD 20801
4550 Montgomery Avenue Street 1000n

Fund Overview

Category Foreign Large Growth
Fund Family Calvert Research and Management
Net Assets 1.11B
YTD Return 10.69%
Yield 0.93%
Morningstar Rating
Inception Date Mar 07, 2019

Fund Operations

Last Dividend 0.25
Last Cap Gain -1.00
Holdings Turnover 35.00%
Average for Category --

Fees & Expenses

Expense CIESX Category Average
Annual Report Expense Ratio (net) 0.85% 1.05%
Prospectus Net Expense Ratio 0.85% --
Prospectus Gross Expense Ratio 0.92% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.20%
Max Deferred Sales Load -- 1.29%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Chris Dyer is a vice president of Eaton Vance Advisers International Ltd. and director of global equity. He is responsible for leading the global large-cap equity team, and is a portfolio manager for global and international equity portfolios. He joined Eaton Vance in 2015. Chris began his career in the financial services industry in 1995. Before joining Eaton Vance, he was managing director and head of European equity for Goldman Sachs Asset Management (GSAM), where he was affiliated since 2001. Chris earned a B.S., cum laude, from Georgetown University and an MBA from The Wharton School, University of Pennsylvania. He is a CFA charterholder.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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