Calvert Social Investment Balanced A
4550 Montgomery Ave Suite 1000 N Bethesda MD 20814
Map
Phone: 800-368-2748
| Category: | Moderate Allocation | | Fund Family: | Calvert | | Net Assets: | 469.31M | | Year-to-Date Return: | -7.19% | | Yield: | 2.11% | | Morningstar Rating: |  | | Fund Inception Date: | 21-Oct-82 |
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Greg Habeeb
Lead Manager since
31-Jan-97 | | | Habeeb is a portfolio manager and senior vice president with Calvert Asset Management Company, his employer since January 1997. He has over 19 years of experience as an analyst, trader and portfolio manager. Habeeb was a member of the Society of Actuaries from 1985 to 1998. |
| 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 a competitive total return. The fund typically invests about 60% of net assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock in large-cap companies, while the fixed-income investments are primarily a wide variety of investment-grade bonds. All investments are selected on the basis of their ability to contribute to the dual objectives of financial soundness and societal impact. |
| Last Dividend
(26-Jun-08):
| 0.15 | | Last Cap Gain
(6-Dec-07):
| 1.63 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 71.04% |
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| Expense | CSIFX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.09% | | Max 12b1 Fee: | 0.24%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$879 | $625 | | 5 Yr Expense Projection*: |
$1,174 | $954 | | 10 Yr Expense Projection*: |
$2,011 | $1,865 |
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1.47% Nasdaq 
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