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Calvert Social Investment Bond I (CBDIX)

On Feb 9: 15.36 USD  Down 0.03 (0.19%)  
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CALVERT SOCIAL INVEST BD PORTF Delayed quote dataEdit
Net Asset Value: 15.36
Trade Time: Feb 9
Change: Down 0.03 (0.19%)
Prev Close: 15.39
YTD Return*: 7.25%
Net Assets*: 167.24M
Yield*: 4.98%
* As of 31-Dec-07
Calvert Social Investment Bond I (CBDIX)
3m  6m  1y  2y  5y  max 
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HEADLINES
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 167.24M
Category: Intermediate-Term Bond
Total Expense Ratio: 0.52%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 7.25%
5y Avg Return: 6.52%
Rank in Category (ytd): 932
% Rank in Category (ytd): 84.96%
Beta (3y): 0.77
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks high level of current income as is consistent with prudent investment risk and preservation of capital. The fund normally invests at least 80% of assets in fixed-income securities and at least 65% of assets in investment grade debt securities rated A or above. It may invest up to 35% of assets in below-investment grade debt securities. The fund may invest up to 25% of assets in foreign debt securities including ADRs. It is nondiversified.
Fund Profile - CBDIX Prospectus


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