Calvert Small Cap Value A
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
Map
Phone: 800-368-2748
| Category: | Small Value | | Fund Family: | Calvert | | Net Assets: | 31.00M | | Year-to-Date Return: | -13.84% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-04 |
|
Wendell E. Mackey
Lead Manager since
01-Oct-04 | | | Mackey is a founding principal and director of investments for Channing Capital Management, LLC. Prior to this, he was a portfolio manager with Barnett Capital Advisors. His previous experience includes four years at NCM Capital Management Group, Inc., his employer since 1993. Previously with PNC Investment Management and Research, he was a senior associate and then an equity analyst. Mackey holds the Chartered Financial Analyst designation since 1996. |
| Min Initial Investment: | $1,000 | | 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 to provide long-term capital appreciation. The fund normally invests at least 80% of assets in the common stocks of small U.S. companies that have a market capitalization of $2 billion or less at the time of initial purchase. It invests with the philosophy that long-term rewards to investors comes from those organizations whose products, services, and methods enhance the human condition and what it views as the traditional American values of individual initiative, equality of opportunity, and cooperative effort. The fund may invest up to 20% of net assets in foreign securities. |
| Last Dividend
| N/A | | Last Cap Gain
(8-Dec-05):
| 0.01 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 81.66% |
|
| Expense | CCVAX | Category
Avg | | Total Expense Ratio: | 1.69%
| 1.52% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,012 | $688 | | 5 Yr Expense Projection*: |
$1,410 | $1,051 | | 10 Yr Expense Projection*: |
$2,519 | $2,046 |
|
|
0.60% Nasdaq 
1.33%
Profile
