Calvert International Opportunities I (COIIX)
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Calvert International Opportunities I
Bethesda, MD 20801
4550 Montgomery Avenue Street 1000n
Calvert World Values Fund Inc
Management Information
Aidan M. Farrell,Lead Manager since December 30, 2016
Aidan Farrell is a vice president of Eaton Vance Advisers International Ltd. and director of global small-cap equity. He is responsible for managing global and international small-cap equity portfolios, leading a team of analysts. He joined Eaton Vance in 2015.
Aidan began his career in the investment management industry in 1996. Before joining Eaton Vance, he was managing director and a lead portfolio manager for Goldman Sachs Asset Management (GSAM). Prior to June 2008, he served as a director of European equities for Investment Insight (formerly the asset management arm of Halifax Bank of Scotland).
Aidan earned a B.A. in economics from the University College Dublin and a postgraduate diploma in business studies from the University College Dublin Michael Smurfit Graduate Business School. Aidan is an associate of the CFA Society of the UK.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Small/Mid Growth
Fund FamilyCalvert Research and Management
Net Assets368.79M
YTD Return-0.41%
Yield1.78%
Morningstar Rating★★★
Inception DateJul 30, 2007
Fund Operations
Last Dividend0.30
Last Cap Gain-13.00
Holdings Turnover33.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCOIIXCategory Average
Annual Report Expense Ratio (net)2.08%1.30%
Prospectus Net Expense Ratio2.08%N/A
Prospectus Gross Expense Ratio2.08%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.37%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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