Calvert International Responsible Idx I

Frequently Asked Questions About CDHIX

What does CDHIX invest in?

The fund primarily aims to allocate at least 95% of its total capital, including any funds borrowed for investment purposes, to the specific holdings that make up its benchmark index. This index is engineered to track the performance of stocks issued by companies located in developed global markets, specifically excluding the United States.

What is the expense ratio of CDHIX?

Calvert International Responsible Idx I (CDHIX) charges an expense ratio of 0.29%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CDHIX?

Calvert International Responsible Idx I (CDHIX) is one share class of a fund that manages $1.65B across all of its share classes (CDHAX, 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 CDHIX actively managed or an index fund?

CDHIX 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 (CDHIX's is 0.29%) because there's no security selection cost.

When was CDHIX launched?

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

How has CDHIX performed?

CDHIX'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.