About CWVIX
Calvert International Equity Fund Class I is an institutional mutual fund focused on international equity investments, with a primary objective of achieving high total return consistent with reasonable risk. It primarily invests in a concentrated and balanced portfolio of high- and improving-quality companies outside the United States, prioritizing those demonstrating strong management of environmental, social, and governance (ESG) factors. The fund’s strategy targets large-cap stocks in developed markets, aligning its holdings with the MSCI EAFE Index, and covers diverse sectors such as consumer defensive, healthcare, technology, industrials, utilities, and financial services. The top holdings often include well-established multinational corporations such as Nestle, AstraZeneca, Novo Nordisk, and ASML Holding, reflecting its focus on stability and growth within the international landscape. Calvert International Equity Fund Class I is designed for institutional investors, requiring a significant minimum investment, and is managed by Calvert Research and Management, a part of Morgan Stanley Investment Management. The fund is recognized for its rigorous ESG integration, diversified approach, and track record in the foreign large growth category.
Fund Family Calvert Research and Management
Category Foreign Large Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CWVIX
Share Class Class I
Index MSCI EAFE NR USD
CWVIX had a total return of 9.79% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.66%.
