Historical Returns (%) as of Mar 31, 2025

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund’s current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Performance prior to December 31, 2016 reflects the performance of the Fund’s former adviser, Calvert Investment Management, Inc. Max Sales Charge: 1%.
 

Fund Facts as of Feb 28, 2025

Class C Inception 10/29/2012
Investment Objective Long-term capital appreciation
Total Net Assets $1.2B
Minimum Investment $1000
Expense Ratio (Gross)2 2.09%
Expense Ratio (Net)2,3 2.03%
Adjusted Expense Ratio (Gross) 2.05%
Adjusted Expense Ratio (Net) 1.99%
CUSIP 131649790
Adjusted Expense Ratios excludes certain investment expenses such as interest expense from borrowings and repurchase agreements and dividend expense from short sales, incurred directly by the Fund or indirectly through the Fund’s investment in underlying Eaton Vance Funds, if applicable none of which are paid to Eaton Vance.

Top 10 Holdings (%)4,5 as of Mar 31, 2025

03/31/2025
Taiwan Semiconductor Manufacturing Co Ltd 11.62
Tencent Holdings Ltd 7.64
Alibaba Group Holding Ltd 4.49
ICICI Bank Ltd 3.65
BYD Co Ltd 3.58
HDFC Bank Ltd 3.48
Samsung Electronics Co Ltd 2.57
China Merchants Bank Co Ltd 1.97
Mahindra & Mahindra Ltd 1.96
Yum China Holdings Inc 1.77
Total 42.73
 

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

RISK CONSIDERATIONS 

The value of investments held by the Fund may increase or decrease in response to economic, and financial events (whether real, expected or perceived) in the U.S. and global markets. The value of equity securities is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical, currency exchange rates or other conditions. In emerging countries, these risks may be more significant. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. The Fund is exposed to liquidity risk when trading volume, lack of a market maker or trading partner, large position size, market conditions, or legal restrictions impair its ability to sell particular investments or to sell them at advantageous market prices. The impact of the coronavirus on global markets could last for an extended period and could adversely affect the Fund’s performance. No fund is a complete investment program and you may lose money investing in a fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.

See the Fund's prospectus for information related to a primary benchmark index selected (if applicable) to comply with a regulation that requires the Fund's primary benchmark to represent the overall applicable market.

In September 2024, the Board approved the termination of the investment sub-advisory agreement between CRM and Hermes, which was effective November 11, 2024. CRM will continue to serve as the Fund's investment adviser.