About CDHAX
The Calvert International Responsible Index Fund Class A is an international equity mutual fund designed to track the performance of the Calvert International Responsible Index. This index is composed of large-cap stocks issued by companies domiciled in developed markets outside of the United States, offering broad exposure to international equities while applying rigorous environmental, social, and governance (ESG) criteria. The fund employs a passive investment strategy, seeking to closely replicate the holdings and performance of its benchmark index. The selection process leverages proprietary ESG analysis, screening companies using over 200 key performance indicators across roughly 200 peer groups to ensure alignment with the Calvert Principles for Responsible Investment. As of the latest reporting, the fund held over 800 securities spanning sectors such as technology, consumer defensive, healthcare, and industrials, with notable holdings including Taiwan Semiconductor Manufacturing, SAP SE, and Nestle SA. The fund aims to provide investors with diversified, responsible exposure to developed international markets, making it a significant tool for those integrating ESG considerations into their global equity allocation strategies.
Fund Family Calvert Research and Management
Category Foreign Large Blend
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol CDHAX
Share Class Class A
Index MSCI World ex USA NR USD
CDHAX had a total return of 20.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.74%.
