Calvert International Opportunities Fund Quote
| COICX Fund | USD 16.50 0.01 0.06% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Calvert International is trading at 16.50 as of the 1st of February 2025; that is 0.06 percent decrease since the beginning of the trading day. The fund's open price was 16.51. Calvert International 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 2nd of January 2025 and ending today, the 1st of February 2025. Click here to learn more.
The fund invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies, which it defines as companies whose market capitalization falls within the range of the Morgan Stanley Capital International Europe, Australasia and Far East Small-Mid Index. More on Calvert International Opportunities
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert International Opportunities [COICX] is traded in USA and was established 1st of February 2025. Calvert International is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Calvert Research and Management family. This fund currently has accumulated 402.05 M in assets under management (AUM) with minimum initial investment of 1 K. Calvert International is currently producing year-to-date (YTD) return of 1.73% with the current yeild of 0.02%, while the total return for the last 3 years was -3.78%.
Check Calvert International 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 International Opportunities 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 International Opportunities Mutual Fund Constituents
| DAIUF | Daifuku Co | OTC Stock | Specialty Industrial Machinery | |
| AALBF | Aalberts NV | Pink Sheet | Specialty Industrial Machinery | |
| BRAV | Bravada Intl | Pink Sheet | Internet Retail | |
| INDT | Indus Realty Trust | Stock | Real Estate | |
| IWGFF | IWG PLC | Pink Sheet | Real Estate Services | |
| MGAAF | Morinaga Co | Pink Sheet | Confectioners | |
| EWH | iShares MSCI Hong | Etf | China Region |
Calvert International Risk Profiles
| Mean Deviation | 0.6114 | |||
| Standard Deviation | 0.7999 | |||
| Variance | 0.6398 | |||
| Risk Adjusted Performance | (0.01) |
Calvert International Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert International 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 International security.
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| Transaction History View history of all your transactions and understand their impact on performance | |
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| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |