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    Calvert Social Index Y (CISYX)

    19.09 Up 0.05(0.26%) Dec 19

    Profile as of Nov 29, 2014Get Profile for:
    Calvert Social Index Y
    Calvert Social Index Series Inc4550 Montgomery Avenue Street 1000nBethesda, MD 20814
    Phone: 800-368-2745
    Fund Overview 
    Category:Large Growth
    Fund Family:Calvert Investments
    Net Assets:412.61M
    Year-to-Date Return:13.98%
    Morningstar Rating:3 stars
    Fund Inception Date:Aug 24, 2012
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Natalie A. Trunow
    Lead Manager since Dec 11, 2012
    Trunow is the Senior Vice President of Calvert Investment Management, Inc., and CIO of Equities. Prior to joining Calvert in August 2008, she was the Section Head (2005-2008) and Portfolio Manager (2001-2008) for the Global Public Markets Group of General Motors Asset Management.
    Investment Information 
    Min Initial Investment:0
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    CISYX can be purchased from 19 brokerages.

    Fund Summary 
    The investment seeks to match the performance of the Calvert Social Index®, which measures the investment return of large- and mid-capitalization stocks. The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. It uses a replication index method. The index measures the performance of those companies that meet the sustainable and socially responsible investment criteria and that are selected from the universe of approximately the 1,000 largest U.S. companies, based on total market capitalization, included in the Dow Jones Total Market Index.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 10, 2014) : 0.00
    Annual Holdings Turnover (Dec 16, 2014) : 8.00%
    Average for Category:55.27%
    Fees & Expenses 
    ExpenseCISYXCategory Avg
    Annual Report Expense Ratio (net):0.60%1.20%
    Prospectus Net Expense Ratio:0.60%N/A
    Prospectus Gross Expense Ratio:0.62%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.45%
    Max Deferred Sales Load: N/A2.20%
    3 Yr Expense Projection*:197535
    5 Yr Expense Projection*:344847
    10 Yr Expense Projection*:7721,712
    * Per $10,000 invested