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    Calvert Large Cap Value A (CLVAX)

    70.02 Up 0.16(0.23%) Dec 22

    Profile as of Nov 29, 2014Get Profile for:
    Calvert Large Cap Value A
    Calvert SAGE Fund4550 MONTGOMERY AVENUE BETHESDAMD
    Map
    Phone: 800-368-2745
    Fund Overview 
    Category:Large Value
    Fund Family:Calvert Investments
    Net Assets:133.49M
    Year-to-Date Return:8.21%
    Yield:0.63%
    Morningstar Rating:2 stars
    Fund Inception Date:Dec 29, 1999
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    James R. McGlynn
    Lead Manager since Dec 29, 1999
    McGlynn is the Lead Portfolio Manager of Calvert's large cap value team from December 12, 2008.Prior to joining Calvert McGlynn was managing director and portfolio manager with Summit Investment Partners, his employer since 1999. Previously, he was a portfolio manager for Tom Johnson Investment Management from May 1991 to 1999. Prior to that, he was a portfolio manager with Securities Management and Research from 1987 to 1991. McGlynn holds the Chartered Financial Analyst designation.
    Investment Information 
    Min Initial Investment:2,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:100
    Min Subsequent Investment:250
    Min Subsequent Investment, IRA:250
    Min Subsequent Investment, AIP:50
    CLVAX can be purchased from 91 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation through investment primarily in large-cap U.S. common stocks that are trading at prices below what are believed to be their intrinsic value, in accordance with the fund's corporate responsibility standards and strategies. The fund offers opportunities for long-term growth of capital through investments in large-cap company equity securities that the portfolio manager believes are undervalued. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in the common stocks of large-cap companies.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 10, 2014) : 0.00
    Annual Holdings Turnover (Dec 18, 2014) : 64.00%
    Average for Category:39.78%
    Fees & Expenses 
    ExpenseCLVAXCategory Avg
    Annual Report Expense Ratio (net):1.23%1.13%
    Prospectus Net Expense Ratio:1.23%N/A
    Prospectus Gross Expense Ratio:1.74%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.75%5.40%
    Max Deferred Sales Load: N/A2.22%
    3 Yr Expense Projection*:950528
    5 Yr Expense Projection*:1,328825
    10 Yr Expense Projection*:2,3891,643
    * Per $10,000 invested