Morningstar

Calvert International Responsible Idx I CDHIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 33.07  /  +2.32 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.290%
  • Expense Ratio 0.290%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.78%
  • Turnover 20%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis CDHIX

Will CDHIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDHIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDHIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDHIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Broad yet intentional ESG strategy for international stocks.

Analyst Zachary Evens

Zachary Evens

Analyst

Summary

Calvert International Responsible Index Fund selects stocks from the foreign developed market that align with Calvert’s Principles for Responsible Investment. The incorporation of environmental, social, and governance criteria can lead to active bets but the fund takes steps to rein in that risk, making it a compelling option.

by Zachary Evens
Rated on Published on

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Portfolio Holdings CDHIX

More CDHIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

3.32 35.6 Mil
Technology

Novo Nordisk A/S Class B

1.99 21.3 Mil
Healthcare

ASML Holding NV

1.80 19.2 Mil
Technology

Samsung Electronics Co Ltd

1.68 18.0 Mil
Technology

Nestle SA

1.33 14.3 Mil
Consumer Defensive

Toyota Motor Corp

1.22 13.1 Mil
Consumer Cyclical

AstraZeneca PLC

1.21 13.0 Mil
Healthcare

SAP SE

1.15 12.3 Mil
Technology

Roche Holding AG

1.10 11.8 Mil
Healthcare

Novartis AG Registered Shares

1.02 11.0 Mil
Healthcare

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