CSXAX: Profile for CALVERT SOCILA IDX SERIES CALVE

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.

INVESTMENT INFORMATION

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

CSXAX can be purchased from brokerages.

FUND SUMMARY

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.

FUND OPERATIONS

Last Dividend (23-Dec-08):	0.10
Last Cap Gain	YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover	14.00%
Average for Category:	112.30%

FEES & EXPENSES

Expense	CSXAX	Category Avg
Total Expense Ratio:	%	1.33%
Max 12b1 Fee:	%	N/A
Max Front End Sales Load:	4.75%	5.43%
Max Deferred Sales Load:	%	2.62%
3 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$670
5 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$1,047
10 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$2,062

* Per $10,000 invested

Add to Portfolio

Set Alert

Email to a Friend

•

Top Performers by Style

•

Morningstar Editorials