Calvert International Responsible Idx A (CDHAX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert International Responsible Idx A (CDHAX) with AI Score 49/100 (Weak). Calvert International Responsible Idx A is a mutual fund focused on international developed markets, excluding the U. S. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 17, 2026Calvert International Responsible Idx A (CDHAX) Financial Services Profile
Calvert International Responsible Idx A is a mutual fund specializing in international developed market equities, excluding the U.S., with a focus on responsible investing. The fund offers investors exposure to a diversified portfolio of non-U.S. companies while adhering to specific environmental, social, and governance (ESG) criteria within the asset management sector.
Investment Thesis
Calvert International Responsible Idx A presents a notable research candidate for investors seeking exposure to international developed markets with a focus on responsible investing. With a current dividend yield of 3.11% and a profit margin of 10.9%, the fund offers a blend of income and profitability. The fund's beta of 1.06 indicates a market risk profile in line with the broader market. Growth catalysts include increasing investor demand for ESG-focused investments and the continued expansion of international developed economies. The fund's strategy of mirroring a responsible investment index provides diversification and aligns with sustainable investing trends. However, potential risks include fluctuations in international markets and the impact of global economic events on the fund's performance. The fund's P/E ratio of 25.50 reflects its valuation relative to earnings.
Based on FMP financials and quantitative analysis
Key Highlights
- Market Cap of $1.53 Billion indicates substantial asset base and investor confidence.
- P/E Ratio of 25.50 reflects the fund's valuation relative to its earnings.
- Profit Margin of 10.9% demonstrates the fund's ability to generate profits from its investments.
- Gross Margin of 54.5% highlights the efficiency of the fund's investment strategy.
- Dividend Yield of 3.11% provides investors with a steady income stream.
Competitors & Peers
Strengths
- Strong focus on responsible investing and ESG principles.
- Diversified portfolio of international equities.
- Established brand reputation within the asset management industry.
Weaknesses
- Performance is tied to the performance of international markets.
- Management fees can impact overall returns.
- Limited exposure to U.S. equities.
Catalysts
- Increasing investor demand for ESG-focused investment options will likely drive inflows into the fund.
- Continued growth in international developed economies can boost the performance of the fund's underlying investments.
- Potential for new partnerships with other financial institutions to expand distribution reach by Q4 2026.
Risks
- Fluctuations in international markets and currency exchange rates can negatively impact fund performance.
- Increased competition from other asset managers offering similar ESG-focused funds.
- Changes in regulatory requirements for ESG investing could increase compliance costs.
- Global economic downturns could reduce investor confidence and lead to outflows from the fund.
Growth Opportunities
- Expansion of ESG Investing: The increasing focus on environmental, social, and governance (ESG) factors in investment decisions represents a significant growth opportunity for Calvert International Responsible Idx A. As more investors prioritize sustainable investments, the demand for ESG-focused funds like CDHAX is expected to rise. The global ESG investing market is projected to reach trillions of dollars in assets under management by 2030, providing a substantial runway for growth. By continuing to enhance its ESG integration and reporting, CDHAX can attract a larger share of this growing market.
- International Market Growth: The continued growth of international developed economies presents another growth opportunity for Calvert International Responsible Idx A. As these economies expand, the value of the companies included in the fund's benchmark index is likely to increase, driving returns for investors. The fund's focus on non-U.S. markets allows it to capitalize on the growth potential of international equities. By carefully selecting companies with strong growth prospects and sustainable business practices, CDHAX can enhance its performance and attract more investors.
- Product Innovation: Developing new investment products that align with evolving investor preferences and market trends can drive growth for Calvert International Responsible Idx A. This could include launching new funds focused on specific ESG themes, such as climate change or social justice, or creating customized investment solutions for institutional clients. By staying ahead of the curve and offering innovative products, CDHAX can differentiate itself from competitors and attract new assets. The fund can also explore partnerships with other organizations to expand its product offerings and reach new markets.
- Strategic Partnerships: Forming strategic partnerships with other financial institutions, asset managers, or ESG research providers can enhance Calvert International Responsible Idx A's capabilities and expand its reach. These partnerships can provide access to new distribution channels, investment expertise, or ESG data and analytics. By collaborating with other organizations, CDHAX can strengthen its competitive position and accelerate its growth. The fund can also explore partnerships with non-profit organizations or advocacy groups to promote responsible investing and raise awareness of its mission.
- Enhanced Marketing and Distribution: Investing in enhanced marketing and distribution efforts can help Calvert International Responsible Idx A attract more investors and increase its assets under management. This could include developing targeted marketing campaigns, expanding its distribution network, and improving its online presence. By effectively communicating its value proposition and reaching a wider audience, CDHAX can increase its visibility and attract new investors. The fund can also leverage social media and other digital channels to engage with investors and promote its responsible investing approach.
Opportunities
- Growing demand for ESG-focused investment products.
- Expansion into new international markets.
- Development of new investment strategies and products.
Threats
- Fluctuations in international markets and currency exchange rates.
- Increased competition from other asset managers.
- Changes in regulatory requirements for ESG investing.
Competitive Advantages
- Established reputation and brand recognition within the responsible investing space.
- Expertise in ESG analysis and integration into investment decisions.
- Diversified portfolio of international equities provides risk mitigation.
About CDHAX
Calvert International Responsible Idx A is a mutual fund managed by Calvert Research and Management. The fund is designed to replicate the performance of an index composed of stocks from developed countries outside the United States, emphasizing responsible investment principles. The fund invests at least 95% of its net assets in securities included in its benchmark index. This approach provides investors with exposure to a broad range of international equities while adhering to environmental, social, and governance (ESG) standards. The fund's investment strategy focuses on companies demonstrating strong sustainability practices and responsible corporate behavior. By excluding U.S. companies, Calvert International Responsible Idx A allows investors to diversify their portfolios geographically and gain exposure to international markets. The fund's commitment to responsible investing aligns with the growing demand for sustainable investment options. Calvert Research and Management leverages its expertise in ESG analysis to construct and manage the fund's portfolio, ensuring that investments meet specific criteria related to environmental impact, social responsibility, and corporate governance. The fund's objective is to provide long-term capital appreciation while promoting responsible business practices globally.
What They Do
- Invests in stocks of companies located in developed markets outside the U.S.
- Replicates the investment return of a specific index focused on responsible investing.
- Adheres to environmental, social, and governance (ESG) criteria in its investment selection process.
- Provides investors with exposure to a diversified portfolio of international equities.
- Offers a way to invest in companies demonstrating strong sustainability practices.
- Aims for long-term capital appreciation while promoting responsible business practices.
Business Model
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the total value of the fund's assets.
- Investment income from dividends and capital gains contributes to overall fund performance.
Industry Context
Calvert International Responsible Idx A operates within the asset management industry, which is experiencing significant growth in ESG-focused investments. The increasing demand for sustainable and responsible investment options is driving the expansion of funds like CDHAX. The competitive landscape includes other asset managers offering international equity funds, such as AMFAX, CDHIX, CDHRX, CVMAX, and CYYYX. These funds compete for investor capital by offering different investment strategies, fee structures, and ESG criteria. The global asset management industry is projected to continue growing, driven by factors such as rising disposable incomes, increasing awareness of sustainable investing, and the growing number of high-net-worth individuals.
Key Customers
- Individual investors seeking international equity exposure.
- Institutional investors looking for ESG-focused investment options.
- Financial advisors recommending diversified portfolios to their clients.
CDHAX Financials
CDHAX Price Today & Live Chart
Calvert International Responsible Idx A (CDHAX) stock price: Price data unavailable
CDHAX Latest News
No recent news available for CDHAX.
CDHAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CDHAX.
Price Targets
Wall Street price target analysis for CDHAX.
CDHAX MoonshotScore
What does this score mean?
The MoonshotScore rates CDHAX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About CDHAX (Financial Services)
What does Calvert International Responsible Idx A do?
Calvert International Responsible Idx A is a mutual fund that invests in stocks of companies located in developed markets outside the United States. The fund aims to replicate the investment return of an index focused on responsible investing, adhering to environmental, social, and governance (ESG) criteria in its investment selection process. It provides investors with exposure to a diversified portfolio of international equities, offering a way to invest in companies demonstrating strong sustainability practices while seeking long-term capital appreciation and promoting responsible business practices globally.
What do analysts say about CDHAX stock?
AI analysis is currently pending for CDHAX. However, key valuation metrics include a P/E ratio of 25.50, reflecting its valuation relative to earnings, and a dividend yield of 3.11%, providing investors with a steady income stream. Growth considerations involve the increasing demand for ESG-focused investments and the performance of international developed economies. Investors should conduct their own research and consider their individual investment objectives and risk tolerance before investing. The fund's beta of 1.06 indicates a market risk profile in line with the broader market.
What are the main risks for CDHAX?
The main risks for CDHAX include fluctuations in international markets and currency exchange rates, which can negatively impact fund performance. Increased competition from other asset managers offering similar ESG-focused funds poses a threat to market share. Changes in regulatory requirements for ESG investing could increase compliance costs. Additionally, global economic downturns could reduce investor confidence and lead to outflows from the fund. Investors should carefully consider these risks before investing in CDHAX.
What are the key factors to evaluate for CDHAX?
Calvert International Responsible Idx A (CDHAX) currently holds an AI score of 49/100, indicating low score. Key strength: Strong focus on responsible investing and ESG principles. Primary risk to monitor: Fluctuations in international markets and currency exchange rates can negatively impact fund performance. This is not financial advice.
How frequently does CDHAX data refresh on this page?
CDHAX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven CDHAX's recent stock price performance?
Recent price movement in Calvert International Responsible Idx A (CDHAX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Strong focus on responsible investing and ESG principles. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider CDHAX overvalued or undervalued right now?
Determining whether Calvert International Responsible Idx A (CDHAX) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying CDHAX?
Before investing in Calvert International Responsible Idx A (CDHAX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- AI analysis is pending and may provide further insights.