About CRFAX
The Calvert Focused Value Fund Class A is an open-end equity mutual fund designed for investors seeking exposure to large-cap value stocks while integrating principles of responsible investing. The fund primarily invests in publicly traded U.S. companies identified as undervalued based on rigorous fundamental research, including both quantitative analysis and environmental, social, and governance (ESG) criteria. The portfolio typically comprises between 25 and 38 holdings, with a significant concentration in its top ten stocks, and can allocate up to 25% of its assets to foreign securities, including those from emerging markets.
Managed by Calvert Research and Management, a recognized leader in responsible investment strategies, the fund is notable for its commitment to sustainability. It routinely excludes companies involved in weapons, tobacco, alcohol, gambling, and sectors with elevated ESG risks. Portfolio construction emphasizes firms demonstrating high return on invested capital, strong free cash flow yield, and prudent balance sheet management. The fund aligns its holdings with the Calvert Principles for Responsible Investment, aiming for both strong financial returns and positive social impact, often resulting in lower fossil fuel, carbon, and toxic emissions exposure compared to conventional benchmarks.
Fund Family Calvert Research and Management
Category Large Value
Stock Exchange NASDAQ
Ticker Symbol CRFAX
Share Class Class A
CRFAX had a total return of 10.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.48%.
