Calvert Long Term Income
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
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Phone: 800-368-2745
| Category: | Long-Term Bond | | Fund Family: | Calvert | | Net Assets: | 85.98M | | Year-to-Date Return: | 17.70% | | Yield: | 2.78% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-04 |
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Gregory Habeeb
Lead Manager since
31-Dec-04 | | | Habeeb is portfolio manager and senior vice president with Calvert Asset Management Company. His employer since January 1997. He has over 27 years of experience as an analyst, trader and portfolio manager. Habeeb was a member of the Society of Actuaries from 1985 to 1998. |
| Min Initial Investment: | $2,000 | | 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 maximize income to an extent consistent with preservation of capital through investments in longer dated securities. The fund uses an active strategy seeking relative value to earn incremental income. It typically invests at least 65% of net assets in investment-grade U.S dollar denominated debt securities, as assessed at the time of purchase. The fund may invest up to 35% of net assets in below investment-grade debt securities, including bonds rated in default. It is nondiversified. |
| Last Dividend
(24-Nov-09):
| 0.05 | | Last Cap Gain
(2-Dec-09):
| 0.88 | | Annual Holdings Turnover
| 604.00% | | Average for Category:
| 220.51% |
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| Expense | CLDAX | Category
Avg | | Total Expense Ratio: | %
| 0.89% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 3.75%
| 3.93% | | Max Deferred Sales Load: | %
| 1.91% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $402 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $663 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,370 |
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