About CIOAX
Calvert International Opportunities Fund Class A is a mutual fund that focuses on long-term capital appreciation by investing primarily in small- to mid-cap companies outside the United States. The fund targets equities with market capitalizations within the range of the MSCI EAFE Small-Mid (SMID) Index, offering diversification across developed international markets in Europe, Australasia, and the Far East. It typically maintains a broad portfolio, holding over 100 positions, with no more than 20% of its assets allocated to U.S. companies, excluding certain impact investments. Managed by Calvert Research and Management, the fund emphasizes exposure to sectors such as industrials, financial services, technology, and communication services, seeking growth potential in dynamic, underrepresented regions. Calvert International Opportunities Fund Class A serves investors looking to access the growth prospects of non-U.S. small- and mid-cap equities while incorporating international diversification into their portfolios.
Fund Family Calvert Research and Management
Category Foreign Small/Mid Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CIOAX
Share Class Class A
Index MSCI EAFE SMID CAP NR USD
CIOAX had a total return of 9.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.01%.
