Calvert Tax-Free Bond A
4550 Montgomery Ave Ste 1000n Bethesda MD 20814
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Phone: 800-368-2748
| Category: | Muni National Long | | Fund Family: | Calvert | | Net Assets: | 240.39M | | Year-to-Date Return: | 8.22% | | Yield: | 3.62% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Aug-83 |
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Thomas Dailey
Lead Manager since
30-Oct-03 | | | Dailey is a portfolio manager for Calvert Asset Management Company. Prior to working in the investment department, he was an analyst in the firm's corporate finance area and was also a portfolio accountant. Previously, he was an assistant manager for ITT Financial. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks interest income exempt from federal income tax. The fund typically invests at least 65% of asset in investment-grade debt securities. It may also invest in a variety of tax-exempt obligations including tax-support debt, various types of revenue debt, special tax obligations, and qualified private actively bonds and other state and local government authorities, municipal leases, and certificates of participation in such investments. The fund may invest in securities without limitation as to their maturity or duration, and there is no upper or lower limit on the fund's average maturity or average duration. It is nondiversified. |
| Last Dividend
(29-Oct-09):
| 0.04 | | Last Cap Gain
(8-Dec-05):
| 0.10 | | Annual Holdings Turnover
| 48.00% | | Average for Category:
| 51.28% |
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| Expense | CTTLX | Category
Avg | | Total Expense Ratio: | 1.01%
| 1.01% | | Max 12b1 Fee: | 0.09%
| N/A | | Max Front End Sales Load: | 3.75%
| 4.27% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 660 | $543 | | 5 Yr Expense Projection*: |
$ 870 | $790 | | 10 Yr Expense Projection*: |
$ 1,475 | $1,478 |
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