Calvert International Equity Fund R6 (CIESX)

Overview

The fund focuses on providing its investors with exposure to equity securities of foreign companies, emphasizing the importance of diversifying investments globally. By allocating at least 80% of its net assets, including borrowings specifically for investment purposes, into equity securities (such as common and preferred stock, along with depositary receipts on such stock) of non-U.S. large-cap companies, it aims to benefit from the growth potential of these entities. The fund identifies large-cap companies based on their market capitalization falling within the range of the Morgan Stanley Capital International (MSCI) Europe, Australasia, and Far East (EAFE) Index at the time of investment. This strategic approach allows the fund to target investments in a sector that promises not only diversity but also the potential for significant returns by tapping into international markets.

Products and Services

• Equity Securities of Foreign Companies

  The fund invests primarily in equity securities, such as common and preferred stocks, and depositary receipts thereof, of non-U.S. companies. This product offers investors the opportunity to diversify their investment portfolio outside the U.S. market, potentially benefiting from the growth trajectories of large-cap companies in Europe, Australasia, and the Far East. The inclusion of both common and preferred stocks as well as depositary receipts provides a broad spectrum of investment opportunities to cater to varying investor preferences and risk tolerances.

• Investment in Non-U.S. Large-Cap Companies

  By focusing on non-U.S. large-cap companies, the fund seeks to invest in businesses with a market capitalization that aligns with the Morgan Stanley Capital International (MSCI) Europe, Australasia, and Far East (EAFE) Index. This criterion ensures that the fund invests in companies that are significant players in their respective markets, potentially offering stable returns. It reflects a strategic approach to international investment, targeting companies capable of influencing market trends and possessing substantial growth potential.