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Calvert Large Cap Growth I (CLCIX)

29.72 Up 0.09(0.30%) Sep 16

Prev Close:29.72
YTD Return*:N/A
Net Assets*:544.03M
Yield*:N/A

* As of 31-Aug-11

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

Top Holdings

Symbol% AssetsYTD Return %
TROW3.21-18.19
IBM2.6617.53

Fund Basics

Morningstar Overall Rating:
Total Assets:544.03M
Category:Large Growth
Annual Report Expense Ratio (net):0.90%

Performance & Risk

YTD Return:0.00%
5y Avg Return:-0.23%
Rank in Category (ytd):20
% Rank in Category (ytd):1.15%
Beta (3y):0.99
Morningstar Risk Rating:3

Fund Summary

The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time. The fund normally invests at least 80% of assets in large cap companies whose market capitalization falls within the range of the S&P 500 Index. It invests in a diversified portfolio of U.S. common stocks of companies that meet the fund's investment criteria, including financial, sustainability and social responsibility factors. The fund may also invest up to 25% of net assets in foreign securities. View More
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