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    Calvert Social Index I (CISIX)

    19.84 Up 0.21(1.07%) May 1
    Prev Close:19.84
    YTD Return*:1.83%
    Net Assets*:473.60M
    Yield*:0.93%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL5.3212.99
    MSFT2.52-11.67
    JNJ2.02-4.51
    WFC1.80-0.97
    PG1.61-8.92

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:473.6M
    Category:Large Growth
    Annual Report Expense Ratio (net):0.21%

    Performance & Risk

    YTD Return:1.83%
    5y Avg Return:14.77%
    Rank in Category (ytd):81
    % Rank in Category (ytd):4.59%
    Beta (3y):1.03
    Morningstar Risk Rating:3

    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 its net assets, including borrowings for investment purposes, in securities contained in the index. It uses a replication index method. The index measures the performance of those companies that meet its sustainable and socially responsible investment criteria and that are selected from the universe of approximately the 1,000 largest U.S. companies, based on total market capitalization, included in the Dow Jones Total Market Index. View More
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