Calvert New Vision Small Cap I
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
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Phone: 800-327-2109
| Category: | Small Growth | | Fund Family: | Calvert | | Net Assets: | 9.17M | | Year-to-Date Return: | -5.15% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-03 |
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John Montgomery
Lead Manager since
31-Jan-08 | | | 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 long-term capital appreciation. The fund invests at least 80% of assets in the common stocks of small-cap companies as those with market capitalization of $3 billion or less at the time of initial purchase. It invests with the philosophy that long-term rewards to investors comes from those organizations whose products, services, and methods enhance the human condition and the traditional American values of individual initiative, equality of opportunity, and cooperative effort. |
| Last Dividend
(27-Dec-02):
| 0.13 | | Last Cap Gain
(8-Dec-05):
| 1.90 | | Annual Holdings Turnover
| 98.00% | | Average for Category:
| 113.59% |
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| Expense | CVSMX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$337 | $692 | | 5 Yr Expense Projection*: |
$585 | $1,095 | | 10 Yr Expense Projection*: |
$1,297 | $2,169 |
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1.47% Nasdaq 
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