Dow Up 0.08% Nasdaq Down 0.30%

Calvert Large Cap Value A (CLVAX)

74.60 Down 0.02(0.03%) Sep 19
Prev Close:74.62
YTD Return*:8.22%
Net Assets*:131.53M
Yield*:0.63%

* As of 31-Aug-14

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

Headlines

  • No Headlines available for CLVAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
GE2.96-6.21
CMCSA2.946.28
TWX2.8517.06
MS2.6310.97
PG2.584.25

Fund Basics

Morningstar Overall Rating:
Total Assets:131.53M
Category:Large Value
Annual Report Expense Ratio (net):1.23%

Performance & Risk

YTD Return:8.22%
5y Avg Return:14.25%
Rank in Category (ytd):65
% Rank in Category (ytd):5.03%
Beta (3y):1.04
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation through investment primarily in large-cap U.S. common stocks that are trading at prices below what are believed to be their intrinsic value, in accordance with the fund's corporate responsibility standards and strategies. The fund offers opportunities for long-term growth of capital through investments in large-cap company equity securities that the portfolio manager believes are undervalued. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in the common stocks of large-cap companies. View More
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