Calvert Mid Cap Value A
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
Map
Phone: 800-368-2745
| Category: | Mid-Cap Blend | | Fund Family: | Calvert | | Net Assets: | 26.23M | | Year-to-Date Return: | 21.99% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-04 |
|
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. |
| Min Initial Investment: | $1,000 | | 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 |
|
| |
| 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. |
| Last Dividend
(27-Dec-06):
| 0.03 | | Last Cap Gain
(6-Dec-07):
| 0.48 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 90.44% |
|
| Expense | CMVAX | Category
Avg | | Total Expense Ratio: | %
| 1.38% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 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 |
|
|
0.47% Nasdaq 
Profile
