Calvert National Municipal Interm A
4550 Montgomery Ave Ste 1000n Bethesda MD 20814
Map
Phone: 800-368-2748
| Category: | Muni National Interm | | Fund Family: | Calvert | | Net Assets: | 49.55M | | Year-to-Date Return: | 1.75% | | Yield: | 3.55% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-92 |
|
Thomas Dailey
Lead Manager since
01-Oct-03 | | | Dailey is a portfolio manager for Calvert Asset Management Company. Prior to working in the investment department, he was an analyst in the firms corporate finance area and was also a portfolio accountant. Previously, he was an assistant manager for ITT Financial. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks income exempt from federal income taxes. The fund normally invests at least 65% of net assets in investment-grade intermediate-term municipal obligations. It maintains an average weighted maturity ranging between three and 10 years. The fund may invest up to 35% of net assets in below-investment grade bonds. It is nondiversified. |
| Last Dividend
(27-Aug-08):
| 0.03 | | Last Cap Gain
(6-Dec-07):
| 0.00 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 40.32% |
|
| Expense | CINMX | Category
Avg | | Total Expense Ratio: | 0.97%
| 0.94% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 2.75%
| 3.56% | | Max Deferred Sales Load: | 0.00%
| 2.43% | | 3 Yr Expense Projection*: |
$579 | $469 | | 5 Yr Expense Projection*: |
$802 | $706 | | 10 Yr Expense Projection*: |
$1,443 | $1,380 |
|
|
5.11% Nasdaq 
Profile
