Calvert Emerging Markets Fund Quote
| CVMCX Fund | USD 16.78 0.02 0.12% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Calvert Emerging is trading at 16.78 as of the 23rd of November 2024; that is 0.12 percent increase since the beginning of the trading day. The fund's open price was 16.76. Calvert Emerging has about a 22 % 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. Equity ratings for Calvert Emerging Markets are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets, including borrowings for investment purposes, in equity securities of companies located in emerging market countries. It may invest in companies of any market capitalization but seeks to have market capitalization size characteristics similar to that of the MSCI Emerging Markets Index.. More on Calvert Emerging Markets
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Growth Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Emerging Markets [CVMCX] is traded in USA and was established 23rd of November 2024. Calvert Emerging is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Calvert Research and Management family. This fund currently has accumulated 2.36 B in assets under management (AUM) with no minimum investment requirementsCalvert Emerging Markets is currently producing year-to-date (YTD) return of 6.48%, while the total return for the last 3 years was -7.06%.
Check Calvert Emerging 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 Emerging Markets 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 Emerging Markets Mutual Fund Constituents
| IDCBF | Industrial and Commercial | Pink Sheet | Banks—Diversified | |
| CIADF | China Mengniu Dairy | Pink Sheet | Packaged Foods | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BZUN | Baozun Inc | Stock | Consumer Discretionary | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| YNDX | Yandex NV | Stock | Communication Services | |
| SMSOF | Samsonite International SA | Pink Sheet | Footwear & Accessories |
Calvert Emerging Markets Risk Profiles
| Mean Deviation | 0.7966 | |||
| Semi Deviation | 0.9795 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.15 |
Calvert Emerging Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Emerging 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 Emerging security.
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