Calvert Research and Management Mutual Funds List

Here you can find all mutual funds issued by Calvert Research and Management and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.

Issuer: Calvert Research and Management

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
CAAAX	Calvert Growth Allocation Fund	Diversified Portfolio	Jun 29, 2005	0.43%	3.55%	8.04%	4.31%
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	May 30, 2007	0.99%	-6.31%	4.79%	1.14%
CCAFX	Calvert Mid-Cap Fund	Mid Cap Blend Equities	Oct 31, 1994	1.18%	1.49%	6.13%	0.00%
CCLAX	Calvert Conservative Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.41%	-0.35%	4.41%	3.31%
CCVAX	Calvert Small-Cap Fund	Small Cap Blend Equities	Oct 1, 2004	1.19%	0.79%	8.40%	0.12%
CDHIX	Calvert International Responsible Index Fund	Foreign Large Cap Equities	Oct 30, 2015	0.29%	2.85%	—	1.95%
CDSRX	Calvert Short Duration Income Fund Class R6	Short-Term Bond	Feb 1, 2019	0.45%	0.20%	—	4.56%
CEFIX	Calvert Emerging Markets Advancement Fund	Emerging Markets Diversified	Sep 30, 2019	0.97%	6.91%	—	2.99%
CFAIX	Calvert Conservative Allocation Fund Class I	Diversified Portfolio	May 20, 2016	0.66%	-0.23%	—	3.55%
CFICX	Calvert Income Fund	Corporate Bonds	Oct 12, 1982	0.92%	-1.97%	2.21%	5.22%
CFJIX	Calvert US Large-Cap Value Responsible Index Fund	Large Cap Value Equities	Jun 19, 2015	0.24%	4.18%	—	1.99%
CFOIX	Calvert Floating-Rate Advantage Fund	Bank Loan	Oct 9, 2017	0.78%	2.24%	—	9.02%
CFWAX	Calvert Global Water Fund	Energy Equities	Sep 29, 2008	1.24%	0.28%	5.14%	2.56%
CGAEX	Calvert Global Energy Solutions Fund Class A	Energy Equities	May 31, 2007	1.24%	-6.33%	4.46%	0.89%
CGBIX	Calvert Green Bond Fund	Intermediate Core-Plus Bond	Oct 31, 2013	0.48%	-2.72%	1.50%	3.42%
CGJIX	Calvert US Large-Cap Growth Responsible Index Fund	Large Cap Growth Equities	Jun 19, 2015	0.24%	7.44%	—	0.49%
CISIX	Calvert US Large-Cap Core Responsible Index Fund	Large Cap Blend Equities	Jun 30, 2000	0.24%	6.74%	12.74%	0.95%
CLDAX	Calvert Core Bond Fund	Intermediate Core Bond	Dec 30, 2004	0.74%	-3.14%	3.17%	4.26%
CMAAX	Calvert Moderate Allocation Fund	Diversified Portfolio	Apr 28, 2005	0.40%	1.88%	6.25%	6.52%
CMJAX	Calvert US Mid-Cap Core Responsible Index Fund Cla...	Mid Cap Blend Equities	Oct 30, 2015	0.49%	2.76%	—	0.81%

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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