What fees are associated with investing with Calvert?
Asked 2 years ago
Calvert Investments has a range of fees that can apply to various investment products, which are typically disclosed in the fund's prospectus. These fees may include expense ratios, management fees, and sales loads, among others. Expense ratios are a key area of focus, as they reflect the annual costs associated with managing the fund, expressed as a percentage of the fund's total assets. This can cover aspects such as administrative expenses, investment management, and operational costs.
Management fees are charged for the investment management services provided by Calvert and are also expressed as a percentage of the assets managed. Additionally, some Calvert funds may charge a sales load, which is a fee paid when purchasing shares of the fund, although there are different share classes available that may have varying load structures.
It is important for investors to carefully review the prospectus for any specific fund they are interested in, as it provides detailed information about fees and expenses, as well as a breakdown of how these may impact overall performance. By understanding the associated fees, investors can better evaluate their investment choices. For the most accurate and up-to-date information regarding fees, it is advisable to refer to the current information available on the Calvert website.
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