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Morningstar

Calvert Emerging Markets Fcs Gr A CEMAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 12.35  /  +1.15 %
  • Total Assets 6.1 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 29%

USD | NAV as of Jul 05, 2024 | 1-Day Return as of Jul 05, 2024, 10:19 PM GMT+0

Morningstar’s Analysis CEMAX

Will CEMAX 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 CEMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CEMAX 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 CEMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calvert Emerging Markets Fcs Gr A earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CEMAX

More CEMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.78 550,706
Technology

MercadoLibre Inc

7.17 404,060
Consumer Cyclical

Nu Holdings Ltd Ordinary Shares Class A

6.91 389,277
Financial Services

Trent Ltd

6.10 343,690
Consumer Cyclical

Aarti Industries Ltd

4.98 280,443
Basic Materials

Avenue Supermarts Ltd

4.87 274,592
Consumer Defensive

SK Hynix Inc

4.42 248,786
Technology

Localiza Rent A Car SA

4.01 225,888
Industrials

Astral Ltd

3.91 220,515
Industrials

Titan Co Ltd

3.68 207,059
Consumer Cyclical