Calvert Capital Accumulation A
4550 Montgomery Ave Ste 1000n Bethesda MD 20801
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Phone: 800-368-2745
| Category: | Mid-Cap Growth | | Fund Family: | Calvert | | Net Assets: | 72.27M | | Year-to-Date Return: | 20.35% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-94 |
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Michelle Clayman
Lead Manager since
19-Sep-05 | | | Clayman is a managing partner and chief investment officer of New Amsterdam Partners, LLC. Prior to starting the firm in 1986, she was employed by Salomon Brothers as a supervisory analyst in the equity research department. Clayman holds the Chartered Financial Analyst designation. |
| 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 long-term capital appreciation. The fund primarily invests in common stocks of mid-size U.S. companies whose market capitalization falls within the range of the Russell MidCap Growth index. Under normal circumstances, it seeks to have a weighted average market capitalization between $2 billion and $12 billion. The fund may also invest up to 25% of assets in foreign securities. It is nondiversified. |
| Last Dividend
(22-Dec-94):
| 0.02 | | Last Cap Gain
(6-Dec-07):
| 0.41 | | Annual Holdings Turnover
| 49.00% | | Average for Category:
| 125.67% |
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| Expense | CCAFX | Category
Avg | | Total Expense Ratio: | 1.66%
| 1.45% | | Max 12b1 Fee: | 0.35%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ 974 | $714 | | 5 Yr Expense Projection*: |
$ 1,334 | $1,046 | | 10 Yr Expense Projection*: |
$ 2,347 | $2,067 |
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0.17% Nasdaq 0.00%
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