Calvert Social Investment Enhan Eq B
4550 Montgomery Ave Suite 1000 N Bethesda MD 20814
Map
Phone: 800-368-2748
| Category: | Large Blend | | Fund Family: | Calvert | | Net Assets: | 4.00M | | Year-to-Date Return: | -19.92% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Apr-98 |
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Ric Thomas
Lead Manager since
15-Apr-98 | | | Thomas is a principal and managing director of SSgA Funds Management. He was senior portfolio manager for the past five years and has been with the firm since 1998. Prior to that, he was a quantitative analyst on the portfolio construction team at Putnam Investments. Previously, he was an assistant economist at Federal Reserve Bank of Kansas City. He has been working in the investment field since 1990. Thomas holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | 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 |
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| The investment seeks a total return after expenses, which exceeds over time the total return of the Russell 1000 index. The fund invests in common stock of U.S. companies that meet the social criteria and creates a portfolio whose characteristics closely resemble the characteristics of the Russell 1000 index, while emphasizing the stocks that offer the greatest potential for return. It normally invests at least 80% of assets in common stock. The fund seeks to have a weighted average market capitalization of at least $20 billion. |
| Last Dividend
| N/A | | Last Cap Gain
(6-Dec-07):
| 1.08 | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 71.67% |
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| Expense | CDXBX | Category
Avg | | Total Expense Ratio: | 2.16%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,115 | $572 | | 5 Yr Expense Projection*: |
$1,425 | $873 | | 10 Yr Expense Projection*: |
$2,384 | $1,733 |
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0.66% Nasdaq 
1.32%
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