Calvert Social Investment Equity B
4550 Montgomery Ave Suite 1000 N Bethesda MD 20814
Map
Phone: 800-368-2748
| Category: | Large Growth | | Fund Family: | Calvert | | Net Assets: | 66.44M | | Year-to-Date Return: | -8.83% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-98 |
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Richard B. England
Lead Manager since
31-Jul-06 | | | England is a managing director - equities of Atlanta Capital. Prior to joining Atlanta Capital in 2004, he was a senior portfolio manager with Putnam Investments. |
| 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 |
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| The investment seeks growth of capital. The fund normally invests at least 80% of assets in equity securities. It invests primarily in the common stocks of U.S. large-cap companies, although it may have other investments, including some foreign stocks and mid-cap stocks. The fund defines large-cap companies as those 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 $20 billion. |
| Last Dividend
(22-Dec-99):
| 1.83 | | Last Cap Gain
(6-Dec-07):
| 2.43 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 98.99% |
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| Expense | CSEBX | Category
Avg | | Total Expense Ratio: | 2.04%
| 1.36% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$1,040 | $623 | | 5 Yr Expense Projection*: |
$1,298 | $956 | | 10 Yr Expense Projection*: |
$2,156 | $1,887 |
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1.47% Nasdaq 
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