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.
- Number of Funds
- 33
- Avg. Expense Ratio
- 0.73%
- Avg. 1 Year Return
- 17.73%
- Avg. 5 Year Return
- 5.05%
- Median Risk/Return Score
- 50 / 100
Calvert Research and Management Mutual Funds List
5 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Calvert Growth Allocation Fund | Diversified Portfolio | Jun 29, 2005 | 0.43% | 11.17% | 10.81% | 3.60% | 49 | ||||||||
| Calvert Conservative Allocation Fund | Diversified Portfolio | Apr 28, 2005 | 0.41% | 4.31% | 5.68% | 3.14% | 50 | ||||||||
| Calvert Conservative Allocation Fund Class I | Diversified Portfolio | May 20, 2016 | 0.66% | 4.43% | — | 3.38% | 51 | ||||||||
| Calvert Moderate Allocation Fund | Diversified Portfolio | Apr 28, 2005 | 0.40% | 8.02% | 8.20% | 4.24% | 50 | ||||||||
| Calvert Balanced Fund | Diversified Portfolio | Oct 20, 1982 | 0.91% | 4.07% | 9.55% | 4.29% | 34 |
Explore top Calvert Research and Management Mutual Fund Categories and Asset Classes
Calvert Research and Management Equity Mutual fundsCalvert Research and Management Bond Mutual fundsCalvert Research and Management Multi-Asset Mutual fundsCalvert Research and Management Diversified Portfolio Mutual fundsCalvert Research and Management Emerging Markets Diversified Mutual fundsCalvert Research and Management Energy Equities Mutual fundsCalvert Research and Management Foreign Large Cap Equities Mutual fundsCalvert Research and Management Intermediate Core-Plus Bond 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 Research and Management Mutual funds by Risk/Return Score
The top Calvert Research and Management Mutual funds by PortfoliosLab Risk/Return Score are CULAX (98) and CVMIX (90).
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 | 98 | — | Oct 2006 | |
| Calvert Emerging Markets Equity Fund | 90 | — | Oct 2012 | |
| Calvert Emerging Markets Advancement Fund | 89 | — | Sep 2019 | |
| Calvert Global Energy Solutions Fund | 87 | — | May 2007 | |
| Calvert Global Energy Solutions Fund Class A | 87 | — | May 2007 |
Best-Performing Calvert Research and Management Mutual funds Over 5 Years
The top Calvert Research and Management Mutual funds is CGJIX (14.31%).
Across the lineup, Calvert Research and Management Mutual funds show an average 1-year return of 17.73% and an average 5-year return of 5.05%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Calvert US Large-Cap Growth Responsible Index Fund | 14.31% | — | Jun 2015 | |
| Calvert US Large-Cap Core Responsible Index Fund | 12.97% | — | Jun 2000 | |
| Calvert Emerging Markets Advancement Fund | 11.87% | — | Sep 2019 | |
| Calvert International Responsible Index Fund | 10.50% | — | Oct 2015 | |
| Calvert US Large-Cap Value Responsible Index Fund | 9.12% | — | Jun 2015 |
Lowest-Cost Calvert Research and Management Mutual funds
The top Calvert Research and Management Mutual funds is CISIX (0.24%).
With an average expense ratio of 0.73%, Calvert Research and Management 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 | 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 | |
| Calvert International Responsible Index Fund | 0.29% | — | Oct 2015 |
Highest-Yield Calvert Research and Management Mutual funds
The top Calvert Research and Management Mutual funds is CSIEX (24.90%).
Across the lineup, Calvert Research and Management Mutual funds show an average dividend yield of 4.89%, 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 | 24.90% | — | Aug 1987 | |
| Calvert Small-Cap Fund | 13.97% | — | Oct 2004 | |
| Calvert US Large-Cap Value Responsible Index Fund | 8.03% | — | Jun 2015 | |
| Calvert Floating-Rate Advantage Fund | 5.89% | — | Oct 2017 | |
| Calvert High Yield Bond Fund | 5.83% | — | Jul 2001 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
CAAAX vs. FXAIXCAAAX vs. DODFXCAAAX vs. CULAXCAAAX vs. CRFIXCAAAX vs. CYBIXCSIFX vs. VOOCSIFX vs. IVVCSIFX vs. FCNTXCSIFX vs. FBALXCSIFX vs. TPDAXCFAIX vs. FXAIXCFAIX vs. MCNAXCFAIX vs. CDHIXCFAIX vs. CYBIXCFAIX vs. CULAXCCLAX vs. FTCIXCCLAX vs. BERIXCCLAX vs. CULAXCCLAX vs. CYBIXCCLAX vs. CGJIXCMAAX vs. CDHIXCMAAX vs. CISIXCMAAX vs. FSRRXCMAAX vs. CVMIXCMAAX vs. FCSRX