Calvert Emerging Markets Equity Fund
CVMIX
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- Calvert Emerging Markets Equity Fund (CVMIX) is a diversified mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of companies located in emerging market countries; it employs a sustainable investment strategy with a bias toward quality growth companies that are financially attractive and support sustainable development themes including responsible energy transition, sustainable production and circular economy, access and affordability, and decent work and innovation. The Fund maintains a core portfolio of 60 to 80 stocks selected through an integrated process combining top-down and bottom-up economic and financial research with dedicated investor-led company engagements, guided by the Calvert Principles for Responsible Investment to evaluate ESG factors; top holdings as of June 30, 2025, include Taiwan Semiconductor Manufacturing Co Ltd (13.79%), Tencent Holdings Ltd (6.55%), ICICI Bank Ltd (3.59%), HDFC Bank Ltd (3.48%), and BYD Co Ltd (3.02%), with sector allocations led by financials (31.12%) and information technology (26.84%), and country exposures primarily in China (24.76%), India (22.16%), and Taiwan (21.49%). Share classes include Class A (CVMAX), Class C (CVMCX), Class I (CVMIX), and Class R6 (CVMRX), with total net assets of $1.3 billion, a benchmark of the MSCI Emerging Markets Index, and annual distributions. Launched on October 29, 2012, the Fund is managed by Calvert Research and Management (CRM), part of Morgan Stanley Investment Management through its Eaton Vance affiliation, with key portfolio managers Eric Carlson (joined firm 1997) and Paul Psaila, CFA (joined 1994); it operates globally with a focus on emerging markets across Asia, Latin America, Europe, and Africa. In September 2024, the Board approved the termination of the investment sub-advisory agreement with Hermes, effective November 11, 2024, after which CRM continues as the sole investment adviser.