Calvert Large Cap Growth I (CLCIX)
29.72
0.09(0.30%) Sep 16
| Prev Close: | 29.72 |
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| YTD Return*: | N/A |
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| Net Assets*: | 544.03M |
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| Yield*: | N/A |
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* As of 31-Aug-11
Quotes delayed, except where indicated otherwise. Currency in USD.
Top Holdings
| Symbol | % Assets | YTD Return % |
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| TROW | 3.21 | -18.19 |
| IBM | 2.66 | 17.53 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 544.03M |
| Category: | Large Growth |
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| Annual Report Expense Ratio (net): | 0.90% |
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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.
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