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    Calvert Equity I (CEYIX)

    56.19 Down 0.05(0.09%) Aug 3

    Profile as of Jun 29, 2015Get Profile for:
    Calvert Equity I
    Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda, MD 20814
    Map
    Phone: 800-327-2109
    Fund Overview 
    Category:Large Growth
    Fund Family:Calvert Investments
    Net Assets:2.81B
    Year-to-Date Return:3.73%
    Yield:0.32%
    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
    Prior to joining the firm in 2004, Mr. England was with Putnam Investment in Boston, were he was a Senior Portfolio Manager on the Core 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 65 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. It invests primarily in common stocks of U.S. large-cap companies. The managers define large-cap companies as those whose market capitalization falls within the range of the S&P 500 Index. It may also invest in mid-cap stocks and may invest up to 25% of its net assets in foreign stocks. The fund seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability challenges.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 10, 2014) : 0.00
    Annual Holdings Turnover (Jul 30, 2015) : 24.00%
    Average for Category:45.91%
    Fees & Expenses 
    ExpenseCEYIXCategory Avg
    Annual Report Expense Ratio (net):0.62%1.18%
    Prospectus Net Expense Ratio:0.66%N/A
    Prospectus Gross Expense Ratio:0.66%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: N/A2.11%
    3 Yr Expense Projection*:21,120513
    5 Yr Expense Projection*:36,772813
    10 Yr Expense Projection*:82,2481,652
    * Per $10,000 invested