About CVMRX
Calvert Emerging Markets Equity Fund R6 is an open-end mutual fund designed to provide long-term capital appreciation through equity investments in companies based in emerging market countries. The fund employs a diversified, sustainability-focused investment strategy with a distinct bias towards quality growth companies that are financially robust and support sustainable development goals. Its portfolio is constructed through an integrated process combining both macroeconomic and company-level research, and typically holds between 60 and 80 stocks. The fund is closely aligned with key sustainability themes, including responsible energy transition, sustainable production, access and affordability, and decent work and innovation. ESG (Environmental, Social, and Governance) factors are central to the fund’s approach, following the Calvert Principles for Responsible Investment and emphasizing active stewardship and company engagement. The fund holds a concentrated allocation, with significant weights in technology, financial services, consumer cyclicals, and healthcare sectors, and the top ten holdings represent a sizable portion of assets. It is particularly noted for its low carbon risk, higher-than-average involvement in carbon solutions compared to peers, and aims to limit exposure to companies involved in controversial sectors. The R6 share class is geared toward institutional investors and employer-sponsored retirement plans, requiring a substantial minimum investment.
Fund Family Calvert Research and Management
Category Diversified Emerging Mkts
Performance Rating Below Average
Risk Rating Above Average
Ticker Symbol CVMRX
Share Class Class R6
Index MSCI EM (Emerging Markets) NR USD
CVMRX had a total return of 47.70% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.25%.
