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Calvert Social Investment Enhanced Eq B (CDXBX)

On Feb 9: 12.60 USD  Up 0.17 (1.37%)  
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CALVERT SOCIAL INVEST FD MANAGE Delayed quote dataEdit
Net Asset Value: 12.60
Trade Time: Feb 9
Change: Up 0.17 (1.37%)
Prev Close: 12.60
YTD Return*: -3.89%
Net Assets*: 2.65M
Yield*: N/A
* As of 31-Jan-10
Calvert Social Investment Enhanced Eq B (CDXBX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 2.65M
Category: Large Blend
Total Expense Ratio: 2.97%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -3.89%
5y Avg Return: -2.84%
Rank in Category (ytd): 1299
% Rank in Category (ytd): 60.96%
Beta (3y): 1.03
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks a total return after expenses, which exceeds over time the total return of the Russell 1000 index. The fund invests at least 65% of total assets in stocks that are in the Russell 1000 index. It may purchase stocks not in the Russell 1000 index, including foreign stocks not exceeding 25% of the fund?s net assets, as well as smaller capitalization names. Any investments not in the index will meet the fund?s social screening criteria and be selected to track the index?s risk/return characteristics.
Fund Profile


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