Calvert Social Investment Equity C
4550 Montgomery Ave Suite 1000 N Bethesda MD 20814
Map
Phone: 800-368-2745
| Category: | Large Growth | | Fund Family: | Calvert | | Net Assets: | 87.43M | | Year-to-Date Return: | 26.95% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Mar-94 |
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Richard B. England
Lead Manager since
31-Jul-06 | | | England is managing director and principal and portfolio manager - equities of Atlanta Capital. Prior to joining Atlanta Capital in 2004, he was a senior portfolio manager with Putnam Investments. England holds the Chartered Financial Analyst designation. |
| 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 |
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| The investment seeks growth of capital. The fund normally invests at least 80% of assets in equity securities. It invests primarily in the common stocks of U.S. large-cap companies, although it may have other investments, including some foreign stocks and mid-cap stocks. The fund defines large-cap companies as those whose market capitalization falls within the range of the S&P 500 index. It seeks to have a weighted average market capitalization of at least $20 billion. |
| Last Dividend
(26-Dec-95):
| 0.15 | | Last Cap Gain
(3-Dec-08):
| 1.92 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 101.52% |
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| Expense | CSECX | Category
Avg | | Total Expense Ratio: | 1.97%
| 1.33% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | 1.00%
| 2.63% | | 3 Yr Expense Projection*: |
$ 618 | $658 | | 5 Yr Expense Projection*: |
$ 1,062 | $1,028 | | 10 Yr Expense Projection*: |
$ 2,296 | $2,035 |
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0.17% Nasdaq 0.00%
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