Calvert Mutual Funds List
Here you can find all mutual funds issued by Calvert and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 36
- Avg. Expense Ratio
- 0.71%
- Avg. 1 Year Return
- 13.71%
- Avg. 5 Year Return
- 5.01%
- Median Risk/Return Score
- 44 / 100
Calvert Mutual Funds List
36 results
Explore top Calvert Mutual Fund Categories and Asset Classes
Calvert Equity Mutual fundsCalvert Bond Mutual fundsCalvert Multi-Asset Mutual fundsCalvert Diversified Portfolio Mutual fundsCalvert Large Cap Growth Equities Mutual fundsCalvert Emerging Markets Equities Mutual fundsCalvert Energy Equities Mutual fundsCalvert Foreign Large Cap Equities Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Calvert Mutual funds by Risk/Return Score
The top Calvert Mutual funds by PortfoliosLab Risk/Return Score are CULAX (99) and CFJIX (95).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Calvert Ultra-Short Duration Income Fund | 99 | — | Oct 2006 | |
| Calvert US Large-Cap Value Responsible Index Fund | 95 | — | Jun 2015 | |
| Calvert US Mid-Cap Core Responsible Index Fund | 77 | — | Oct 2015 | |
| Calvert US Mid-Cap Core Responsible Index Fund Cla... | 76 | — | Oct 2015 | |
| Calvert US Large-Cap Core Responsible Index Fund | 76 | — | Jun 2000 |
Best-Performing Calvert Mutual funds Over 5 Years
The top Calvert Mutual funds is CSXRX (11.89%).
Across the lineup, Calvert Mutual funds show an average 1-year return of 13.71% and an average 5-year return of 5.01%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | 11.89% | — | Oct 2017 | |
| Calvert US Large-Cap Core Responsible Index Fund | 11.83% | — | Jun 2000 | |
| Calvert US Large-Cap Growth Responsible Index Fund | 11.69% | — | Jun 2015 | |
| Calvert US Large-Cap Value Responsible Index Fund | 11.34% | — | Jun 2015 | |
| Calvert Emerging Markets Advancement Fund | 11.30% | — | Sep 2019 |
Lowest-Cost Calvert Mutual funds
The top Calvert Mutual funds is CSXRX (0.19%).
With an average expense ratio of 0.71%, Calvert Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Calvert US Large Cap Core Responsible Index Fund C... | 0.19% | — | Oct 2017 | |
| Calvert US Large-Cap Core Responsible Index Fund | 0.24% | — | Jun 2000 | |
| Calvert US Large-Cap Growth Responsible Index Fund | 0.24% | — | Jun 2015 | |
| Calvert US Large-Cap Value Responsible Index Fund | 0.24% | — | Jun 2015 | |
| Calvert US Mid-Cap Core Responsible Index Fund | 0.24% | — | Oct 2015 |
Highest-Yield Calvert Mutual funds
The top Calvert Mutual funds is CSIEX (23.84%).
Across the lineup, Calvert Mutual funds show an average dividend yield of 5.05%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Calvert Equity Fund | 23.84% | — | Aug 1987 | |
| Calvert Equity Fund Class I | 19.07% | — | — | |
| Calvert Small-Cap Fund | 12.76% | — | Oct 2004 | |
| Calvert US Large-Cap Value Responsible Index Fund | 7.39% | — | Jun 2015 | |
| Calvert High Yield Bond Fund | 5.39% | — | Jul 2001 |
Top Mutual funds Issuers
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CISIX vs. VOOCISIX vs. FXAIXCISIX vs. VIIIXCISIX vs. OAKMXCISIX vs. VTICSIEX vs. SPYCSIEX vs. VOOCSIEX vs. ESGVCSIEX vs. FXAIXCSIEX vs. VEIGXCAEIX vs. ETIMXCAEIX vs. SPYCAEIX vs. MEGICAEIX vs. APFDXCAEIX vs. NALFXCDHIX vs. MAIIXCDHIX vs. TROSXCDHIX vs. FSPSXCDHIX vs. DOXFXCDHIX vs. CFAIXCGJIX vs. CUTAXCGJIX vs. CISMXCGJIX vs. CISOCGJIX vs. AWIIXCGJIX vs. CMEUXCULAX vs. TQQQCULAX vs. DFYGXCULAX vs. SPYCULAX vs. MUIIXCULAX vs. NUSFXCFJIX vs. FEKFXCFJIX vs. EMTIXCFJIX vs. AMRMXCFJIX vs. VEIRXCFJIX vs. QQQCVMIX vs. CYBIXCVMIX vs. ANNPXCVMIX vs. KOMPCVMIX vs. AVEMCVMIX vs. VUGCAAAX vs. FXAIXCAAAX vs. DODFXCAAAX vs. CRFIXCAAAX vs. CYBIXCAAAX vs. CONWXCFICX vs. PTIAXCFICX vs. MNHYXCFICX vs. LKFIXCFICX vs. CSIFXCFICX vs. COIIX