Performance
Trailing returns
| 1 day | +0.98% |
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| 1 week | +2.19% |
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| 4 week | +8.06% |
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| 3 month | +10.47% |
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| YTD | +17.81% |
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| 1 year | +29.10% |
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| 3 years* | +14.38% |
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| 5 years* | +5.36% |
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| *annualized | |||||
| Best 3 month return | +28.44% | |
| Worst 3 month return | -32.72% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Below Average | Below Average |
 
|
| 5 years | Average | Average |
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| 10 years | Below Average | Average |
|
| Overall | Below Average | Average |
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Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 216.12M | |
| Front load | 4.75% | |
| Deferred load | - | |
| Expense ratio | 0.75% | |
| Management fee | - | |
| Fund family | Calvert Investments |
Asset allocation
| Cash | 0.64% | |
| Stocks | 99.36% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | US$2,000 | |
| Additional | US$250 | |
| IRA Initial | US$1,000 | |
| AIP Initial | US$100 | |
| AIP Additional | US$50 |
15.39-0.02(-0.13%)
May 20, 4:00PM EDT
Overall Morningstar RatingTM
Description
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, 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 the 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.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Natalie Trunow (Started: Dec 11, 2012)
Natalie Trunow (Started: Dec 11, 2012)
Calvert Investments, Inc., 4550 Montgomery Ave. Suite 1000N., Bethesda, MD 20814
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -2.03 | -1.55 | -0.36 | -1.67 | |
| Beta* | 1.00 | 1.01 | 1.05 | 1.06 | |
| Mean annual return | 1.17 | 0.98 | 0.57 | 0.62 | |
| R-squared* | 95.95 | 98.11 | 97.76 | 97.02 | |
| Standard deviation | 10.39 | 15.25 | 20.05 | 15.67 | |
| Sharpe ratio | 1.35 | 0.76 | 0.33 | 0.36 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Apple Inc (AAPL) | 4.35% | |
| Microsoft Corporation (MSFT) | 2.63% | |
| Johnson & Johnson (JNJ) | 2.50% | |
| Google, Inc. Class A (GOOG) | 2.34% | |
| Procter & Gamble Co (PG) | 2.23% | |
| International Business Machines Corp (IBM) | 2.22% | |
| AT&T Inc (T) | 2.17% | |
| JPMorgan Chase & Co (JPM) | 1.97% | |
| Wells Fargo & Co (WFC) | 1.95% | |
| Coca-Cola Co (KO) | 1.71% |