Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Calvert VP EAFE International Index F
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2022-05-31
Out of 705
Foreign Large Blend Funds
Morningstar®
Style Box™
What is this?
As of 2022-04-30
Total Fund Assets ($ Mil)
115.83
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks investment results that correspond to the total return performance of common stocks as represented by the MSCI EAFE Index.
Under normal circumstances, the fund will invest at least 80% of its net assets in stocks represented in the MSCI EAFE Index. The index is a widely accepted benchmark of international stock performance that emphasizes the stocks of companies in major markets in Europe, Australia and Asia (including the Far East).
  Morningstar Category: Foreign Large Blend
Foreign large-blend portfolios invest in a variety of big international stocks. Most of these portfolios divide their assets among a dozen or more developed markets, including Japan, Britain, France, and Germany. These portfolios primarily invest in stocks that have market caps in the top 70% of each economically integrated market (such as Europe or Asia ex-Japan). The blend style is assigned to portfolios where neither growth nor value characteristics predominate. These portfolios typically will have less than 20% of assets invested in U.S. stocks. 
  Investment Risks
Foreign Securities Funds/Emerging Market Funds: Risks include, but are not limited to, currency risk, political risk, and risk associated with varying accounting standards. Investing in emerging markets may accentuate these risks.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 1.1
Bullet Non-U.S. Stocks Non-U.S. Stocks 98.4
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.5
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2022-04-30
Morningstar Equity Sectors
% of Stocks
Cyclical 38.21
Basic Materials 8.44
Consumer Cyclical 10.69
Financial Services 16.08
Real Estate 3.00
Sensitive 33.18
Communication Services 5.03
Energy 4.56
Industrials 14.95
Technology 8.64
Defensive 28.61
Consumer Defensive 11.01
Healthcare 14.18
Utilities 3.42
Data through 2022-04-30
Morningstar World Regions
% Fund
Americas 1.2
North America 1.1
Latin America 0.2
Greater Europe 64.1
United Kingdom 15.1
Europe Developed 48.4
Europe Emerging 0.0
Africa/Middle East 0.7
Greater Asia 34.7
Japan 21.9
Australasia 8.3
Asia Developed 4.4
Asia Emerging 0.1
Data through 2022-04-30
Holding Status
Total Number of Stock Holdings 825
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 14.61
Turnover % (as of 2021-12-31) 8.00
30 Day SEC Yield % 0.00
Top Holdings
Sector Country % of Net
Assets
Nestle SA Switzerland 2.42
Roche Holding AG Switzerland 1.74
ASML Holding NV Netherlands 1.57
AstraZeneca PLC United Kingdom 1.38
Shell PLC United Kingdom 1.38
Novartis AG Switzerland 1.29
Novo Nordisk A/S ADR Denmark 1.28
Toyota Motor Corp Japan 1.22
LVMH Moet Hennessy Louis Vuitton SE France 1.20
BHP Group Ltd Australia 1.13
Data through 2022-04-30
  Principal Risks   
Lending, Currency, Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Index Correlation/Tracking Error, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Restricted/Illiquid Securities, Derivatives, Shareholder Activity, Passive Management, Small Cap, Mid-Cap
Show Risk Definitions
  Other Information
Inception Date: 2007-12-17
Portfolio Manager(s)
Thomas C. Seto   (2016-12-31)
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.
Investment Advisor(s)
Calvert Research and Management
Issuer
Calvert Research and Management
Subadvisor(s)
---
Show Data Definitions

© Copyright 2022 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.