Calvert Social Index A
4550 Montgomery Ave Ste 1000n Bethesda MD 20814
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Phone: 800-368-2745
| Category: | Large Growth | | Fund Family: | Calvert | | Net Assets: | 62.23M | | Year-to-Date Return: | 23.47% | | Yield: | 1.07% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-00 |
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Kevin Yousif
Lead Manager since
30-Jun-00 | | | Yousif is a senior portfolio manager of World Asset Management. He joined the firm in 2000 as a portfolio analyst, and is currently responsible for managing over $3 billion in domestic assets and 2,600 individual securities. Yousif is also responsible for the design and implementation of portfolio analytical systems, new products, and portfolio management techniques. He is a member of the domestic equity products group. Yousif holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | 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 to match the performance of the Calvert Social index, which measures the investment return of large and mid-capitalization stocks. The fund normally invests at least 95% of net assets in securities contained in the index. It uses a replication index method, investing in the common stock of each company in the index in about the same proportion as represented in the index. |
| Last Dividend
(23-Dec-08):
| 0.10 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 110.55% |
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| Expense | CSXAX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 775 | $672 | | 5 Yr Expense Projection*: |
$ 1,020 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,722 | $2,074 |
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0.34% Nasdaq 0.00%
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