Calvert International Opportunities Fund

Scorecard
2 / 5 Stars
Lipper
3 2 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
D+ (Sell)

#9 in Foreign Small/Mid Blend

U.S. News evaluated 28 Foreign Small/Mid Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 24.54 percent over the past year, 9.93 percent over the past three years, and 19.30 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.4%
1 Year 24.5%
3 Years (Annualized) 9.9%
5 Years (Annualized) 19.3%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies, which it defines as companies whose market capitalization falls within the range of the Morgan Stanley Capital International ("MSCI") Europe, Australasia and Far East ("EAFE") Small-Mid ("SMID") Index. 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.

Fees

Fees are High compared to funds in the same category.
Calvert International Opportunities Fund has an expense ratio of 1.66 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Calvert Investments Funds