| CVT EAFE International Index I |
|
 |
|
| Release date as of 2024-10-31. Data on page is subject to change. |
|
|
| Fees and Expenses |
Taken from prospectus dated 2024-05-01 |
|
| Maximum Fees |
| Administrative |
0.12%
|
| Management |
0.42%
|
| 12b-1 |
--- |
|
|
| Actual Fees |
| 12b-1 |
--- |
| Management |
0.42%
|
| Expense Ratio |
0.48%
|
(taken from annual report dated 2024-06-30) |
| Total Annual Operating Expense |
0.71%
|
|
|
|
|
Type |
Date |
% |
| ExpenseRatio |
Contractual |
2025-05-01 |
0.23 |
|
|
|
|
|
| Inception Date: 2002-11-12 |
|
|
|
|
| Mngr Name |
Gordon Wotherspoon |
| Mngr Start Date |
2024-07-01 |
|
| Biography |
| Gordon is responsible for overseeing portfolio management of the Custom Core® product for the firm’s brokerage and bank-sponsored channels. Prior to joining Parametric in 2004, Gordon led the investment manager due diligence effort for an institutional investment consulting group within UBS Financial Services. He earned an MBA and a BS in economics from the University of Washington. |
|
|
| Mngr Name |
Jennifer Mihara |
| Mngr Start Date |
2024-07-01 |
|
| Biography |
| Jennifer is responsible for portfolio management with the Private Client Direct Portfolio Management Team, and was previously a portfolio manager in the Centralized Portfolio Management Group. Prior to joining Parametric in 2005, Jennifer was an Investment Associate at Merrill Lynch for five years where she specialized in financial planning and portfolio construction. She earned a BA in economics and a minor in mathematics from Colgate University. |
|
|
| Mngr Name |
Thomas C. Seto |
| Mngr Start Date |
2016-12-31 |
|
| Biography |
| Thomas is responsible for all portfolio management and trading related to our equity strategies. Prior to joining Parametric in 1998, Thomas served as the head of US Equity Index investments at Barclays Global Investors. He earned an MBA in finance from the University of Chicago Booth School of Business and a BS in electrical engineering from the University of Washington. |
|
|
|
| Calvert Research and Management |
|
| Calvert Research and Management |
|
|
|
© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
|
Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
|
|
