Calvert Large Cap Growth I
4550 Montgomery Avenue Suite 1000n Bethesda MD 20814
Map
Phone: 800-327-2109
| Category: | Large Growth | | Fund Family: | Calvert | | Net Assets: | 467.64M | | Year-to-Date Return: | -17.40% | | Yield: | 0.10% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Aug-94 |
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John Montgomery
Lead Manager since
05-Aug-94 | | | Montgomery, founder and vice president of Bridgeway, is responsible for selecting the securities that the Fund purchases and sells. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund normally invests at least 80% of assets in large cap companies whose market capitalization falls within the range of the S&P 500 index. It seeks to have a weighted average market capitalization of at least $10 billion. The fund may also invest up to 25% of net assets in foreign securities. |
| Last Dividend
(27-Dec-07):
| 0.03 | | Last Cap Gain
(6-Dec-07):
| 0.40 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 98.32% |
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| Expense | CLCIX | Category
Avg | | Total Expense Ratio: | 0.70%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$227 | $622 | | 5 Yr Expense Projection*: |
$395 | $957 | | 10 Yr Expense Projection*: |
$885 | $1,889 |
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1.49% Nasdaq 
0.27%
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