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Calvert Social Investment Equity Y (CIEYX)

On Feb 9: 29.74 USD  Up 0.36 (1.23%)  
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CALVERT SOCIAL INVESTMENT FUND Delayed quote dataEdit
Net Asset Value: 29.74
Trade Time: Feb 9
Change: Up 0.36 (1.23%)
Prev Close: 29.74
YTD Return*: -2.71%
Net Assets*: 870.00K
Yield*: 0.04%
* As of 31-Jan-10
Calvert Social Investment Equity Y (CIEYX)
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 870.00K
Category: Large Growth
Total Expense Ratio: 0.96%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.71%
5y Avg Return: 1.68%
Rank in Category (ytd): 75
% Rank in Category (ytd): 3.99%
Beta (3y): 0.97
Morningstar Risk Rating:
Performance Details - Risk Details

FUND SUMMARY
The investment seeks growth of capital. The fund normally invests at least 80% of assets in equity securities. It invests primarily in the common stocks of U.S. large-cap companies. The fund defines large-cap companies as those whose market capitalization falls within the range of the S&P 500 index. It seeks to have a weighted average market capitalization of at least $20 billion. The fund seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability challenges.
Fund Profile


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