Calvert International Responsible Idx I (CDHIX) Fund Overview

Calvert International Responsible Idx I (CDHIX) Financial Services Profile

Calvert International Responsible Idx I (CDHIX) is a mutual fund providing investors access to international developed market equities while adhering to responsible investment criteria. The fund seeks to replicate the performance of an index composed of stocks from companies in developed markets outside the U.S.

What Is the Investment Thesis for CDHIX?

Calvert International Responsible Idx I presents an investment opportunity for those seeking exposure to international developed equity markets with an ESG focus. With a market cap of $1.50 billion and a beta of 1.06, the fund offers market-correlated returns. A key value driver is the increasing investor interest in ESG-focused investments, which could lead to increased inflows into the fund. Upcoming catalysts include potential regulatory changes favoring ESG investments, which could further enhance the fund's attractiveness. Potential risks include fluctuations in international equity markets and changes in the composition of the underlying index, which could impact the fund's performance.

Based on FMP financials and quantitative analysis

CDHIX Key Highlights

Market capitalization of $1.50 billion indicates a substantial asset base.

• Beta of 1.06 suggests the fund's volatility is similar to the overall market.
• The fund invests at least 95% of its net assets in securities contained in the index.
• Focus on international developed markets provides geographic diversification.
• Emphasis on responsible investing aligns with growing investor demand for ESG-focused funds.

Who Are CDHIX's Competitors?

CDHIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are CDHIX's Key Strengths?

Strong emphasis on responsible investing.

• Passive management strategy provides cost efficiency.
• Diversified exposure to international developed markets.
• Established brand within the ESG investing community.

What Are CDHIX's Weaknesses?

Limited control over investment decisions due to passive management.

• Vulnerability to fluctuations in international equity markets.
• Dependence on the performance of the underlying index.
• No dividend yield.

What Are the Key Risks for CDHIX?

Fluctuations in international equity markets.

• Changes in the composition of the underlying index.
• Increased competition from other ESG-focused funds.
• Economic and political instability in international markets.

What Threats Does CDHIX Face?

• Increased competition from other ESG-focused funds.
• Changes in regulatory landscape affecting ESG investing.
• Economic downturn in international developed markets.
• Fluctuations in currency exchange rates.

What Are CDHIX's Competitive Advantages?

• Established track record in responsible investing.
• Passive management strategy provides cost efficiency.
• Access to a well-defined benchmark index.
• Brand recognition within the ESG investing community.

What Does CDHIX Do?

Calvert International Responsible Idx I is a mutual fund designed to provide investors with exposure to international developed equity markets, excluding the United States. The fund operates under a passive management strategy, seeking to replicate the performance of a specific benchmark index. This index comprises stocks from companies located in developed countries outside the U.S., offering diversification across various sectors and geographies. The fund invests at least 95% of its net assets in securities included in the index. Calvert International Responsible Idx I emphasizes responsible investing, incorporating environmental, social, and governance (ESG) factors into its investment process. This approach aims to align investment decisions with ethical considerations, appealing to investors seeking both financial returns and positive social impact. The fund's investment strategy focuses on mirroring the index's composition, minimizing tracking error and providing investors with a return profile closely aligned with the broader international developed equity market. As of 2026, Calvert International Responsible Idx I continues to serve as a vehicle for investors looking to diversify their portfolios with international equities while adhering to responsible investing principles.

What Products and Services Does CDHIX Offer?

• Invests in international developed market equities.
• Tracks a specific benchmark index.
• Emphasizes responsible investing principles.
• Provides diversification across various sectors and geographies.
• Offers exposure to companies located in developed countries outside the U.S.
• Seeks to replicate the performance of its benchmark index.

How Does CDHIX Make Money?

• Generates revenue through management fees.
• Operates as a passively managed index fund.
• Focuses on attracting investors seeking international equity exposure.
• Emphasizes responsible investing to appeal to ESG-conscious investors.

What Industry Does CDHIX Operate In?

Calvert International Responsible Idx I operates within the asset management industry, specifically focusing on international equity funds. The industry is experiencing growth driven by increasing globalization and investor demand for diversification. The competitive landscape includes both large asset managers and specialized ESG-focused funds. Calvert International Responsible Idx I differentiates itself through its combination of international equity exposure and responsible investing principles. The global asset management industry is projected to reach $150 trillion by 2026, presenting significant growth opportunities for funds like CDHIX.

Who Are CDHIX's Key Customers?

• Retail investors seeking international equity exposure.
• Institutional investors looking for ESG-focused investments.
• Financial advisors recommending diversified portfolios.
• Wealth management firms serving high-net-worth individuals.

CDHIX Financials

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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