1 / 5 Stars
1 1 2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 213 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.74 percent over the past year, 4.19 percent over the past three years, -5.45 percent over the past five years, and 4.25 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.7%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||-5.5%|
|10 Years (Annualized)||4.3%|
The investment seeks to provide a high total return consistent with reasonable risk. The fund normally invests at least 80% of assets in equity securities of foreign companies. It invests primarily in common and preferred stocks of non-U.S. large-cap companies. The fund adviser defines non-U.S. large-cap companies as those whose market capitalization falls within the range of the MSCI EAFE IMI. It seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability challenges. The fund invests no more than 5% of its net assets in U.S. companies.
Fees are High compared to funds in the same category.
Calvert International Equity Fund has an expense ratio of 2.69 percent.
Risk is Average compared to funds in the same category according to Morningstar.