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Calvert Intl Opp Y

 (MUTF:CWVYX)   Watch this mutual fund
Find more results for NASDAQ:CWVYX

Performance

Trailing returns

1 day
   
-1.55%  
1 week   +0.00%  
4 week
   
-2.96%  
3 month   +9.97%
   
YTD   +31.69%
   
1 year   +50.80%
   
3 years*   +0.00%  
5 years*   +0.00%  
*annualized
Best 3 month return+29.66%  
Worst 3 month return-11.60%  

Morningstar statistics

Morningstar category: Foreign Small/Mid Growth
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets25.80M 
Front load-  
Deferred load-  
Expense ratio1.41%  
Management fee-  
Fund familyCalvert 

Asset allocation

Cash2.25%  
Stocks96.73%  
Bonds0.00%  
Other1.02%  

Purchase information

Initial$2,000  
Additional$250  
11.41 -0.06 (-0.52%)
Nov 20, 8:00PM EST

Description

The investment seeks long-term capital appreciation. The fund invests primarily in the common and preferred stocks of non-U.S. small-cap to mid-cap companies. It will primarily hold stocks of companies in developed countries but as an internationally diversified fund, it may invest in any geographic region of the world.It may invest up to 20% of assets in securities of issuers in emerging market countries. It normally invests no more than 10% of net assets in U.S. companies.
Fund filings (PDF) »
Asset managers:
Sophie Horsfall (Started: May 31, 2007)
Terry Coles (Started: May 31, 2007)
Giles Money (Started: Jan 31, 2009)
Jeremy Tigue (Started: May 31, 2007)
Advisor Company:
Calvert Asset Management Co Inc
Fund family reports on Morningstar »
4550 Montgomery Ave, Ste 1000n, Bethesda MD 20801, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 2.16     -     -     -
Beta* 0.91     -     -     -
Mean annual return 2.30     -     -     -
R-squared* 94.95     -     -     -
Standard deviation 25.24     -     -     -
Sharpe ratio 1.09     -     -     -
* Against standard index

Top 10 holdings

Security Net Assets  
QBE Insurance Group Limited (QBE) 2.92%  
Adidas AG (ADS) 2.88%  
Hyflux Ltd (600) 2.77%  
Asx Limited 2.73%  
Benesse 2.69%  
Lassila & Tikanoja Oyj (LAT1V) 2.67%  
Accor (AC) 2.67%  
Vallourec (VK) 2.55%  
FirstGroup PLC (FGP) 2.53%  
Informa PLC (INF) 2.52%