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.
Calvert International Responsible Idx I CDHIX
- NAV / 1-Day Return 32.35 / −0.09 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- 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 1.77%
- Turnover 20%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 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.
People Pillar
Parent Pillar
- 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 |