What fees are associated with investing with Calvert?

Asked 6 months ago
Calvert Investments offers a transparent fee structure for investors. The fees mainly consist of expense ratios, which differ among the various funds. These ratios cover the costs of managing and operating the funds, including administration, portfolio management, and compliance. Generally, the expense ratios range from 0.09% to 2.17%. Additionally, there are potential transaction fees when buying or selling Calvert funds, although these fees are rare and typically associated with certain investment types or specific accounts. It is worth noting that Calvert Investments aims to minimize expenses to maximize potential returns for investors. For a detailed breakdown of the fees associated with specific funds, prospective investors can refer to the fund prospectuses available on the Calvert Investments website.
Answered Nov 2, 2023

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