Calvert International Responsible Idx A

Frequently Asked Questions About CDHAX

What does CDHAX invest in?

This fund typically allocates at least 95% of its capital, including any leveraged investments, to the securities comprising its benchmark index. This index is designed to reflect the performance of equities issued by companies situated in developed international markets, excluding those based in the United States.

What is the expense ratio of CDHAX?

Calvert International Responsible Idx A (CDHAX) charges an expense ratio of 0.54%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CDHAX?

Calvert International Responsible Idx A (CDHAX) is one share class of a fund that manages $1.65B across all of its share classes (CDHIX, CDHRX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CDHAX actively managed or an index fund?

CDHAX is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (CDHAX's is 0.54%) because there's no security selection cost.

When was CDHAX launched?

Calvert International Responsible Idx A (CDHAX) launched in November 2015 and is managed by the fund issuer.

How has CDHAX performed?

CDHAX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.