Calvert Social Index A
4550 Montgomery Ave Ste 1000n Bethesda MD 20814
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Phone: 800-368-2748
| Category: | Large Growth | | Fund Family: | Calvert | | Net Assets: | 47.77M | | Year-to-Date Return: | -13.65% | | Yield: | 1.25% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-00 |
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Kenneth A. Schluchter, III
Lead Manager since
30-Jun-00 | | | Schluchter is director of domestic investments and portfolio manager with World Asset Management, his employer since 1995. Prior to joining the firm, he was a systems developer and data analyst for Compuware Incorporated and a business analyst for Central Transport Incorporated. He also ensures that all Munder Funds advised by World Asset Management comply with established investment policies and objectives, and helps design and implement World Asset Managements portfolio analytical and reporting systems. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | 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 to match the performance of the Calvert Social index, which measures the investment return of large and mid-capitalization stocks. The fund normally invests at least 95% of net assets in securities contained in the index. It uses a replication index method, investing in the common stock of each company in the index in about the same proportion as represented in the index. |
| Last Dividend
(27-Dec-07):
| 0.14 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 9.00% | | Average for Category:
| 98.99% |
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| Expense | CSXAX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$773 | $623 | | 5 Yr Expense Projection*: |
$1,016 | $956 | | 10 Yr Expense Projection*: |
$1,712 | $1,887 |
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0.29% Nasdaq 
0.14%
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