About CVMAX
Calvert Emerging Markets Equity Fund Class A is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies situated in emerging market countries. The fund maintains a diversified portfolio, typically holding between 60 to 80 stocks, and seeks exposure across a wide range of sectors and geographies within emerging markets to mirror characteristics of the MSCI Emerging Markets Index. A notable aspect is its integrated investment approach, which combines both top-down economic research and bottom-up analysis, emphasizing financially robust, quality growth companies that also contribute to sustainable development themes such as responsible energy transition, circular economy practices, and affordable access to essential services.
The fund applies the Calvert Principles for Responsible Investment as a framework for evaluating environmental, social, and governance (ESG) factors, and it is designed for investors who value both financial returns and positive societal impact. Fund management engages in active stewardship, selecting companies with sound governance and sustainable business practices. With approximately $1.2 billion in assets under management, Calvert Emerging Markets Equity Fund Class A plays a significant role for investors seeking diversified, responsible exposure to the growth potential and unique risks of emerging equity markets.
Fund Family Calvert Research and Management
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol CVMAX
Share Class Class A
Index MSCI EM (Emerging Markets) NR USD
CVMAX had a total return of 26.62% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.98%.
