All Actively Managed Mutual Funds

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Overview

This is a list of with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Funds.

Dividend

This page includes relevant dividend information on Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Funds.

Fund Name Share Class & Symbol Fund Company Name Primary Theme Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Theme Exp Ratio Primary Manager Tenure (yrs)
Calvert Equity Fund Inst (CEYIX) Eaton Vance $5,141.37 20.57% 77.21% 0.75% 5.3
Calvert Small-Cap Fund Inst (CSVIX) Eaton Vance $1,455.99 -4.12% 39.05% 1.00% 3.75
Calvert Balanced Fund Inst (CBAIX) Eaton Vance $968.35 12.54% 10.83% 0.71% 7.67
Calvert International Equity Fund Inst (CWVIX) Eaton Vance $540.48 13.31% 6.35% 1.20% 3.75
Fund Name YTD YTD Rank in Primary Theme 1 Year Return 1 Year Rank in Primary Theme 3 Year Return 3 Year Rank in Primary Theme
Fund Name 5 Year Return 5 Year Rank in Primary Theme 10 Year Return 10 Year Rank in Primary Theme Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash