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    Calvert Equity I (CEYIX)

    40.88 Down 0.36(0.87%) Feb 11

    Profile as of Jan 30, 2016Get Profile for:
    Calvert Equity I
    Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda, MD 20814
    Phone: 800-327-2109
    Fund Overview 
    Category:Large Growth
    Fund Family:Calvert Investments
    Net Assets:2.02B
    Year-to-Date Return:-4.86%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 1, 1999
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Richard B. England
    Lead Manager since Jul 31, 2006
    Richard B. England, CFA is a Managing Director, Growth Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Socially Responsible equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 2004, Mr. England was with Putnam Investments in Boston, where he was a Senior Portfolio Manager on the Core Growth Equity team. Previously, he was with Aetna Equity Investors.
    Investment Information 
    Min Initial Investment:1,000,000
    Min Initial Investment, IRA:0
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    CEYIX can be purchased from 66 brokerages.

    Fund Summary 
    The investment seeks growth of capital. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will provide shareholders with at least 60 days' notice before changing this 80% policy. The fund invests primarily in common stocks of U.S. large-cap companies.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 9, 2015) : 0.00
    Annual Holdings Turnover (Feb 9, 2016) : 37.00%
    Average for Category:54.28%
    Fees & Expenses 
    ExpenseCEYIXCategory Avg
    Annual Report Expense Ratio (net):0.63%1.17%
    Prospectus Net Expense Ratio:0.66%N/A
    Prospectus Gross Expense Ratio:0.68%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.09%
    3 Yr Expense Projection*:21,342505
    5 Yr Expense Projection*:37,462795
    10 Yr Expense Projection*:84,2651,622
    * Per $10,000 invested