About CVMCX
Calvert Emerging Markets Equity Fund Class C is a mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of companies located in emerging market countries. The fund typically allocates at least 80% of its assets to stocks from regions such as Asia and Latin America, focusing on diversified exposure across sectors and nations. Its portfolio often contains prominent holdings like Taiwan Semiconductor Manufacturing Company, Tencent Holdings, and HDFC Bank, reflecting a concentration in technology, financial services, and consumer sectors.
Managed with a large growth investment style, the fund is designed to provide investors access to the growth potential associated with developing economies. As of mid-2025, it holds around 79 securities, with a substantial portion of assets concentrated in its top ten positions. The fund is structured for investors seeking international diversification beyond developed markets, though it also comes with higher expense ratios compared to peers, reflecting its active management approach. Since its inception in 2012, the fund has aimed to capitalize on the economic expansion and evolving capital markets of emerging economies, playing a distinctive role in portfolios targeting global growth opportunities.
Fund Family Calvert Research and Management
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CVMCX
Share Class Class C
Index MSCI EM (Emerging Markets) NR USD
CVMCX had a total return of 46.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.30%.
