COIIX : Calvert International Opportunities Fund Class I

COIIX is a International Stocks Market Mid-Cap Growth with LOW fees.

COIIX

Calvert International Opportunities Fund Class I

FI Score

45 /100

Expense Ratio Rating

9 /10

Expense Rating

0 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

45% FI Score
  • coiix
  • Mutual Fund
  • International Stocks
  • Mid-Cap Growth

Calvert International Opportunities Fund Class I

Expenses: 1.10% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Growth International Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. 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 ("MSCI") Europe, Australasia and Far East ("EAFE") Small-Mid ("SMID") Index. It invests no more than 20% of its net assets in U.S. companies (excluding High Social Impact). The fund may enter into foreign currency derivatives to seek to hedge foreign currency exposure.

Largest Holdings

Amount Holding
1.82% Sika AG Registered Shares
1.55% Partners Group Holding AG
1.52% ITOCHU Techno-Solutions Corp
1.48% Imcd Nv
1.44% Ship Healthcare Holdings Co Ltd
1.41% Mitsui Fudosan Logistics Park Inc
1.41% Nohmi Bosai Ltd
1.40% CA Immobilien Anlagen AG Bearer form
1.37% Halma PLC
1.32% Yamaha Corp
1.29% Assa Abloy
1.29% Indutrade AB
1.29% Fisher & Paykel Healthcare Corp Ltd
1.27% Lion Corp
1.26% Cranswick PLC
1.25% Howden Joinery Group PLC
1.24% Logitech International SA
1.24% Kuraray Co Ltd
1.24% Avast PLC
1.21% LEG Immobilien AG
1.20% Games Workshop Group PLC
1.20% Diploma PLC
1.19% Rubis SCA
1.17% Entra ASA
1.15% Miura Co Ltd

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo