Calvert International Responsible Index Fund Class A (CDHAX)

Overview

The investment strategy described focuses on securities issued by companies located in developed markets outside the United States. By committing at least 95% of its net assets, which can include borrowings for investment purposes, to stocks included in its underlying index, this fund aims to mirror the investment return of these international equities. This approach targets investors looking to diversify their portfolio by tapping into the potential of developed markets other than the U.S. The fund's adherence to its index ensures a clear and focused investment pathway, guided by the performance and trends of developed market equities outside the U.S.

Products and Services

• International Equity Investments

This product consists of stocks issued by companies that are based in developed markets outside the United States. By investing in a diversified portfolio of international equities, investors can potentially benefit from the growth in these markets. The focus on companies outside of the U.S. offers exposure to different economic cycles, industries, and opportunities that may not be available in the domestic market, contributing to a well-rounded investment portfolio.

• Developed Market Focus

The fund's strategy emphasizes investments in developed markets, excluding the U.S. These markets are characterized by stable economic systems, well-established regulatory environments, and strong investor protections. Investing in developed markets can offer more predictable growth patterns and reduced volatility compared to emerging markets, making this an attractive option for investors seeking to mitigate risk while still accessing international growth opportunities.