About CVMIX
Calvert Emerging Markets Equity Fund Class I is a mutual fund designed to achieve long-term capital appreciation by investing primarily in equity securities issued by companies based in emerging market countries. The fund employs a high-conviction, bottom-up stock selection approach, focusing on companies with strong business models, solid balance sheets, and attractive valuations. Its portfolio typically holds between 35 and 55 stocks, emphasizing quality over sector allocation. A distinctive feature of this fund is its commitment to responsible and sustainable investing, integrating environmental, social, and governance (ESG) analysis into its investment decisions. This strategy seeks out companies whose operations or products actively contribute to addressing global challenges such as sustainability, human rights, environmental stewardship, and good governance. The fund’s holdings span various sectors including technology, financial services, and healthcare, with notable allocations to leading companies in emerging markets. Managed by an experienced team, Calvert Emerging Markets Equity Fund Class I is positioned within the diversified emerging markets category, providing institutional investors with access to growth opportunities while maintaining a disciplined focus on ESG integration and risk management.
Fund Family Calvert Research and Management
Category Diversified Emerging Mkts
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CVMIX
Share Class Class I
Index MSCI EM (Emerging Markets) NR USD
CVMIX had a total return of 47.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.26%.
