Calvert Capital Accumulation A
4550 Montgomery Ave Ste 1000n Bethesda MD 20801
Map
Phone: 800-368-2748
| Category: | Mid-Cap Growth | | Fund Family: | Calvert | | Net Assets: | 98.33M | | Year-to-Date Return: | -3.89% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-94 |
|
Michelle Clayman
Lead Manager since
19-Sep-05 | | | Clayman is a managing partner and chief investment officer of New Amsterdam Partners, LLC. Prior to starting the firm in 1986, she was employed by Salomon Brothers as a supervisory analyst in the equity research department. Clayman holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund primarily invests in common stocks of mid-size U.S. companies whose market capitalization falls within the range of the Russell MidCap Growth index. Under normal circumstances, it seeks to have a weighted average market capitalization between $2 billion and $12 billion. The fund may also invest up to 25% of assets in foreign securities. It is nondiversified. |
| Last Dividend
(22-Dec-94):
| 0.02 | | Last Cap Gain
(6-Dec-07):
| 0.41 | | Annual Holdings Turnover
| 2.00% | | Average for Category:
| 117.59% |
|
| Expense | CCAFX | Category
Avg | | Total Expense Ratio: | 1.66%
| 1.49% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$974 | $701 | | 5 Yr Expense Projection*: |
$1,334 | $1,080 | | 10 Yr Expense Projection*: |
$2,347 | $2,122 |
|
|
5.11% Nasdaq 
Profile
