Calvert International Responsible Index Fund Class R6

Frequently Asked Questions About CDHRX

What does CDHRX invest in?

The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index measures the investment return of stocks issued by companies that are located in countries (other than the U.S.) with developed markets.

What is the expense ratio of CDHRX?

Calvert International Responsible Index Fund Class R6 (CDHRX) charges an expense ratio of 0.26%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CDHRX?

Calvert International Responsible Index Fund Class R6 (CDHRX) is one share class of a fund that manages $1.70B across all of its share classes (CDHAX, CDHIX 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 CDHRX actively managed or an index fund?

CDHRX 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 (CDHRX's is 0.26%) because there's no security selection cost.

When was CDHRX launched?

Calvert International Responsible Index Fund Class R6 (CDHRX) launched in February 2019 and is managed by the fund issuer.

How has CDHRX performed?

CDHRX'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.