Calvert International Opportunities Fund Minimum Initial Investment
| COICX Fund | USD 16.26 0.06 0.37% |
Calvert International Opportunities fundamentals help investors to digest information that contributes to Calvert International's financial success or failures. It also enables traders to predict the movement of Calvert Mutual Fund. The fundamental analysis module provides a way to measure Calvert International's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calvert International mutual fund.
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Calvert International Opportunities Mutual Fund Minimum Initial Investment Analysis
Calvert International's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Current Calvert International Minimum Initial Investment | 1 K |
Most of Calvert International's fundamental indicators, such as Minimum Initial Investment, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert International Opportunities is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Calvert International Opportunities has a Minimum Initial Investment of 1 K. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Foreign Small/Mid Growth category. The minimum initial investment for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Calvert International
The fund invests 99.16% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (0.16%) , cash (0.68%) .Asset allocation divides Calvert International's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Price To Earning | 13.63 X | |||
| Price To Book | 1.37 X | |||
| Price To Sales | 0.80 X | |||
| Total Asset | 3.93 M | |||
| Annual Yield | 0.01 % | |||
| Year To Date Return | 10.94 % | |||
| One Year Return | 1.46 % | |||
| Three Year Return | (6.60) % | |||
| Five Year Return | 1.86 % | |||
| Ten Year Return | 6.50 % | |||
| Net Asset | 402.05 M | |||
| Minimum Initial Investment | 1 K | |||
| Last Dividend Paid | 0.07 | |||
| Cash Position Weight | 0.68 % | |||
| Equity Positions Weight | 99.16 % | |||
| Bond Positions Weight | 0.16 % |
About Calvert International Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert International Opportunities's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert International using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert International Opportunities based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Calvert International
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calvert International position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calvert International will appreciate offsetting losses from the drop in the long position's value.Moving together with Calvert Mutual Fund
| 0.86 | CDHIX | Calvert Developed Market | PairCorr |
| 0.86 | CDHAX | Calvert Developed Market | PairCorr |
| 0.74 | CDICX | Calvert Short Duration | PairCorr |
| 0.86 | CDHRX | Calvert International | PairCorr |
| 0.71 | CDSIX | Calvert Short Duration | PairCorr |
The ability to find closely correlated positions to Calvert International could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calvert International when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calvert International - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calvert International Opportunities to buy it.
The correlation of Calvert International is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calvert International moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert International moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calvert International can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert International Opportunities. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Calvert International information on this page should be used as a complementary analysis to other Calvert International's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.