2 / 5 Stars
2 2 2 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 23.55 percent over the past year, 8.99 percent over the past three years, and 18.30 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.3%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||18.3%|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
Calvert International Opportunities Fund has an expense ratio of 2.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.