Calvert Developed Market Fund Quote
| CDHAX Fund | USD 29.20 0.21 0.71% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Calvert Developed is trading at 29.20 as of the 18th of January 2025; that is 0.71 percent decrease since the beginning of the trading day. The fund's open price was 29.41. Calvert Developed has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 29th of January 2023 and ending today, the 18th of January 2025. Click here to learn more.
The fund will normally invest at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. The index measures the investment return of stocks issued by companies that are located in countries with developed markets. More on Calvert Developed Market
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Developed Market [CDHAX] is traded in USA and was established 18th of January 2025. Calvert Developed is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Foreign Large Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 829.78 M in assets under management (AUM) with no minimum investment requirementsCalvert Developed Market is currently producing year-to-date (YTD) return of 0.38% with the current yeild of 0.03%, while the total return for the last 3 years was 0.77%.
Check Calvert Developed Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Developed Market Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Developed Market Mutual Fund Constituents
| ASML | ASML Holding NV | Stock | Information Technology | |
| NOVN | Novan Inc | Stock | Health Care | |
| NSRGF | Nestle SA | Pink Sheet | Packaged Foods | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| ROG | Rogers | Stock | Information Technology | |
| TOYOF | Toyota Motor Corp | Pink Sheet | Auto Manufacturers |
Calvert Developed Market Risk Profiles
| Mean Deviation | 0.579 | |||
| Standard Deviation | 0.741 | |||
| Variance | 0.549 | |||
| Risk Adjusted Performance | (0.08) |
Calvert Developed Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Developed financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Developed security.
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