Calvert Emerging Markets Fund Quote
| CEFAX Fund | USD 14.36 0.07 0.49% |
PerformanceSolid
| Odds Of DistressLow
|
Calvert Emerging is trading at 14.36 as of the 21st of August 2025; that is 0.49% down since the beginning of the trading day. The fund's open price was 14.43. Calvert Emerging has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of May 2025 and ending today, the 21st of August 2025. Click here to learn more.
Under normal market conditions, the fund will invest at least 80 percent of its net assets in equity securities issued by companies located in emerging market countries. Companies located in emerging market countries are defined as those companies tied economically to countries included in the Calvert Emerging Markets Responsible Index.. More on Calvert Emerging Markets
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of June 2025 |
Calvert Emerging Markets [CEFAX] is traded in USA and was established 21st of August 2025. Calvert Emerging is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Calvert Research and Management family. This fund currently has accumulated 23.31 M in assets under management (AUM) with minimum initial investment of 1 K. Calvert Emerging Markets is currently producing year-to-date (YTD) return of 24.61% with the current yeild of 0.01%, while the total return for the last 3 years was 12.84%.
Check Calvert Emerging Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Emerging Markets Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Emerging Markets Mutual Fund Constituents
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| BAP | Credicorp | Stock | Financials | |
| JD | JD Inc Adr | Stock | Consumer Discretionary |
Calvert Emerging Markets Risk Profiles
| Mean Deviation | 0.4849 | |||
| Semi Deviation | 0.2958 | |||
| Standard Deviation | 0.6948 | |||
| Variance | 0.4827 |
Calvert Emerging Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Emerging financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Emerging security.
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Global Markets Map Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |