Calvert Social Investment Bond B
4550 Montgomery Ave Suite 1000 N Bethesda MD 20814
Map
Phone: 800-368-2745
| Category: | Intermediate-Term Bond | | Fund Family: | Calvert | | Net Assets: | 11.96M | | Year-to-Date Return: | 9.19% | | Yield: | 2.43% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Mar-98 |
|
Gregory Habeeb
Lead Manager since
01-Jan-97 | | | Habeeb is portfolio manager and senior vice president with Calvert Asset Management Company. His employer since January 1997. He has over 27 years of experience as an analyst, trader and portfolio manager. Habeeb was a member of the Society of Actuaries from 1985 to 1998. |
| 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 high level of current income as is consistent with prudent investment risk and preservation of capital. The fund normally invests at least 80% of assets in fixed-income securities and at least 65% of assets in investment grade debt securities rated A or above. It may invest up to 35% of assets in below-investment grade debt securities. The fund may invest up to 25% of assets in foreign debt securities including ADRs. It is nondiversified. |
| Last Dividend
(24-Sep-09):
| 0.02 | | Last Cap Gain
(3-Dec-08):
| 0.26 | | Annual Holdings Turnover
| 147.00% | | Average for Category:
| 217.63% |
|
| Expense | CBDBX | Category
Avg | | Total Expense Ratio: | 2.07%
| 0.96% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | 4.00%
| 2.66% | | 3 Yr Expense Projection*: |
$ 849 | $459 | | 5 Yr Expense Projection*: |
$ 1,114 | $706 | | 10 Yr Expense Projection*: |
$ 1,922 | $1,423 |
|
|
1.80% Nasdaq 
Profile
