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Calvert Small Cap Value A (CCVAX)On Dec 15: 14.23  Down 0.02 (0.14%)  
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Profile  As of 30-Nov-09Get Profile for:
Calvert Small Cap Value A
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
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Phone: 800-368-2745
Get a Free Prospectus for CCVAX
FUND OVERVIEW 
Category:Small Blend
Fund Family:Calvert
Net Assets:33.58M
Year-to-Date Return:13.57%
Yield:0.00%
Morningstar Rating:2 stars
Fund Inception Date:01-Oct-04
MORNINGSTAR STYLE BOX 
Small Blend
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
CCVAX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (8-Dec-05): 0.01
Annual Holdings Turnover 62.00%
Average for Category: 91.53%
FEES & EXPENSES 
ExpenseCCVAXCategory
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
* Per $10,000 invested


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