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    Calvert Equity A (CSIEX)

    40.42 Up 0.17(0.42%) May 25

    Profile as of Apr 29, 2016Get Profile for:
    Calvert Equity A
    Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda, MD 20814
    Map
    Phone: 800-368-2745
    Fund Overview 
    Category:Large Growth
    Fund Family:Calvert Investments
    Net Assets:2.07B
    Year-to-Date Return:-0.40%
    Yield:0.26%
    Morningstar Rating:3 stars
    Fund Inception Date:Aug 24, 1987
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Richard B. England
    Lead Manager since Jul 31, 2006
    Richard B. England, CFA is a Managing Director, Growth Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's High Quality Growth Plus, Focused Growth, and Socially Responsible equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 2004, Mr. England was with Putnam Investments in Boston, where he was a Senior Portfolio Manager on the Core Growth Equity team. Previously, he was with Aetna Equity Investors.
    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
    CSIEX can be purchased from 160 brokerages.

    Fund Summary 
    The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). The fund will provide shareholders with at least 60 days' notice before changing this 80% policy. The fund invests primarily in common stocks of U.S. large-cap companies. The managers define large-cap companies as those whose market capitalization falls within the range of the Russell 1000 Index at the time of investment.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 9, 2015) : 0.00
    Annual Holdings Turnover (May 23, 2016) : 37.00%
    Average for Category:53.15%
    Fees & Expenses 
    ExpenseCSIEXCategory Avg
    Annual Report Expense Ratio (net):1.12%1.17%
    Prospectus Net Expense Ratio:1.07%N/A
    Prospectus Gross Expense Ratio:1.07%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:4.75%5.47%
    Max Deferred Sales Load: N/A2.05%
    3 Yr Expense Projection*:799505
    5 Yr Expense Projection*:1,037797
    10 Yr Expense Projection*:1,7191,627
    * Per $10,000 invested