Calvert Mid Cap Value I
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
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Phone: 800-327-2109
| Category: | Mid-Cap Blend | | Fund Family: | Calvert | | Net Assets: | 5.60M | | Year-to-Date Return: | -10.94% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jun-05 |
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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: | $1,000,000 | | 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 long-term capital appreciation. The fund normally invests at least 80% of assets in the common stocks of mid-size companies that are within the range of market capitalizations of the Russell MidCap Value index. It seeks to have a weighted average market capitalization of between $2 and $10 billion. All investments are selected on the basis of their ability to contribute to the dual objectives of financial soundness and societal impact. The fund may also invest up to 25% of net assets in foreign securities. |
| Last Dividend
(27-Dec-06):
| 0.09 | | Last Cap Gain
(6-Dec-07):
| 0.48 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 90.83% |
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| Expense | CMDIX | Category
Avg | | Total Expense Ratio: | 0.86%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$424 | $605 | | 5 Yr Expense Projection*: |
$734 | $957 | | 10 Yr Expense Projection*: |
$1,615 | $1,895 |
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1.49% Nasdaq 
0.27%
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