Calvert Social Investment Enhanced Eq B
4550 Montgomery Ave Suite 1000 N Bethesda MD 20814
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Phone: 800-368-2745
| Category: | Large Blend | | Fund Family: | Calvert | | Net Assets: | 2.77M | | Year-to-Date Return: | 23.59% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Apr-98 |
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Natalie A. Trunow
Lead Manager since
02-Jun-09 | | | Trunow is senior vice president of Calvert Asset Management Company, Inc., Head of Equities. Prior to joining Calvert in August 2008, she was the Section Head (2005-2008) and portfolio manager (2001-2008) for the Global Public Markets Group of General Motors Asset Management. |
| Min Initial Investment: | $5,000 | | 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 a total return after expenses, which exceeds over time the total return of the Russell 1000 index. The fund invests at least 65% of total assets in stocks that are in the Russell 1000 index. It may purchase stocks not in the Russell 1000 index, including foreign stocks not exceeding 25% of the fund?s net assets, as well as smaller capitalization names. Any investments not in the index will meet the fund?s social screening criteria and be selected to track the index?s risk/return characteristics. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(6-Dec-07):
| 1.08 | | Annual Holdings Turnover
| 46.00% | | Average for Category:
| 78.74% |
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| Expense | CDXBX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.31% Nasdaq 0.00%
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