Calvert World Values International Eq B
Calvert World Values Fund Inc 4550 Montgomery Avenue Street 1000n Bethesda, MD 20801
Map
Phone: 800-368-2745
| Category: | Foreign Large Value | | Fund Family: | Calvert | | Net Assets: | 7.94M | | Year-to-Date Return: | -4.67% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-98 |
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James Fairweather
Lead Manager since
11-Dec-09 | | | Fairweather is chief investment officer and portfolio manager with Martin Currie, his employer since 1984. In addition, he was appointed director of Martin Currie Investment Management in 1987. He has 20 years of investment experience. |
| 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 total return consistent with reasonable risk. The fund normally invests at least 80% of assets in equity securities of foreign large cap companies such as common and preferred stock and the depositary receipts. It defines such companies as those whose market capitalization falls within the range of the Morgan Stanley Capital International (MSCI) EAFE index. The fund invests no more than 5% of assets in U.S. companies. It seeks to have a weighted average market capitalization of at least $10 billion. |
| Last Dividend
(23-Dec-08):
| 0.18 | | Last Cap Gain
(3-Dec-08):
| 0.03 | | Annual Holdings Turnover
| 135.00% | | Average for Category:
| 53.94% |
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| Expense | CWVBX | Category
Avg | | Total Expense Ratio: | 3.12%
| 1.41% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.33% | | Max Deferred Sales Load: | 5.00%
| 2.60% | | 3 Yr Expense Projection*: |
$ 1,363 | $691 | | 5 Yr Expense Projection*: |
$ 1,835 | $982 | | 10 Yr Expense Projection*: |
$ 3,139 | $1,965 |
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