Calvert Small Cap Value A 4550 Montgomery Ave Ste 1000n Bethesda MD 02814 Map
Phone: 800-368-2745
| Category: | Small Blend | | Fund Family: | Calvert | | Net Assets: | 33.58M | | Year-to-Date Return: | 13.57% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-04 |
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Eric T. McKissack
Lead Manager since
01-Oct-04 | | | McKissack is a Founding Principal, and serves as the chief executive officer and chief investment officer of Channing Capital Management, LLC. He has over 25 years of investment experience. He was formerly vice-chairman and co-chief investment officer of Ariel Capital Management, a Chicago-based investment management firm with over $10 billion in assets under management in 2003, specializing in equities. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in the common stocks of small U.S. companies that have a market capitalization of $2 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 what it views as the traditional American values of individual initiative, equality of opportunity, and cooperative effort. The fund may invest up to 20% of net assets in foreign securities. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(8-Dec-05):
| 0.01 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 91.53% |
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| Expense | CCVAX | Category Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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