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Sunday, December 20, 2009, 3:26PM ET - U.S. Markets Closed. Dow Up 0.20% Nasdaq Up 1.45%
Calvert Mid Cap Value I (CMDIX)On Dec 18: 15.46  Up 0.11 (0.72%)  
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Profile  As of 30-Nov-09Get Profile for:
Calvert Mid Cap Value I
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
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Phone: 800-327-2109
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FUND OVERVIEW 
Category:Mid-Cap Blend
Fund Family:Calvert
Net Assets:6.08M
Year-to-Date Return:22.84%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:27-Jun-05
MORNINGSTAR STYLE BOX 
Mid-Cap Blend
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Eric T. McKissack
Lead Manager since 01-Oct-04
McKissack is a Founding Principal, and serves as the chief executive officer and chief investment officer of Channing Capital Management, LLC. He has over 25 years of investment experience. He was formerly vice-chairman and co-chief investment officer of Ariel Capital Management, a Chicago-based investment management firm with over $10 billion in assets under management in 2003, specializing in equities.
INVESTMENT INFORMATION 
Min Initial Investment:$1,000,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
CMDIX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in the common stocks of mid-size companies that are within the range of market capitalizations of the Russell MidCap Value index. It seeks to have a weighted average market capitalization of between $2 and $10 billion. All investments are selected on the basis of their ability to contribute to the dual objectives of financial soundness and societal impact. The fund may also invest up to 25% of net assets in foreign securities.
FUND OPERATIONS 
Last Dividend (27-Dec-06): 0.09
Last Cap Gain (6-Dec-07): 0.48
Annual Holdings Turnover 49.00%
Average for Category: 90.44%
FEES & EXPENSES 
ExpenseCMDIXCategory
Avg
Total Expense Ratio:% 1.38%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.26%
Max Deferred Sales Load:% 2.31%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$635
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$980
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,963
* Per $10,000 invested


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