CDHIX – Calvert International Responsible Idx I Investment Strategy | Morningstar

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Strategy

The investment seeks to track the performance of the Calvert International Responsible Index. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index measures the investment return of stocks issued by companies that are located in countries (other than the U.S.) with developed markets.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CDHIX	Calvert International Responsible Index Fund Class I	Institutional	Open			Oct 30, 2015	$1.28B	0.290%	Low	$1M	$75.54M
CDHAX	Calvert International Responsible Index Fund Class A	Front Load	Open			Oct 30, 2015	$132.09M	0.540%	Low	$5,000	−$11.45M
CDHRX	Calvert International Responsible Index Fund Class R6	Retirement, Large	Open			Feb 1, 2019	$275.02M	0.260%	Low	$5M	$18.01M

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