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CDHAX Calvert Developed Mkts Ex-US Rspnb Idx A

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Fund CDHAX Calvert Developed Mkts Ex-US Rspnb Idx A ESGD iShares MSCI EAFE ESG Optimized  
100% 97%
Annual Fees
(0.62% Exp. Ratio)
(0.40% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.60% annual return
$42,589.92 $45,511.08
Est. savings over 30 yrs +$2,921.17
As of 9/30/16
3 YR --
5 YR --
10 YR --
3 YR --
5 YR --
10 YR --
The investment seeks to track the performance of the Calvert Developed Markets Ex-U.S. Responsible Index, which measures the investment return of stocks issued by companies that are located in countries (other than the U.S.) with developed markets. 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 is composed of companies that operate their businesses in a manner that is consistent with Calvert's responsible investment principles and are selected from the universe of companies included in the S-Network Developed International 1000 Index.
The investment seeks to track the investment results of the MSCI EAFE ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The underlying index is composed of large- and mid-capitalization developed market equities, excluding the U.S. and Canada that have positive environmental, social and governance characteristics as identified by the index provider. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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