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Calvert Social Investment Balanced A (CSIFX)

On Feb 9: 24.31 USD  Up 0.16 (0.66%)  
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CALVERT SOCIAL INVESTMENT FD MA Delayed quote dataEdit
Net Asset Value: 24.31
Trade Time: Feb 9
Change: Up 0.16 (0.66%)
Prev Close: 24.15
YTD Return*: 3.23%
Net Assets*: 526.57M
Yield*: 1.94%
* As of 31-Dec-07
Calvert Social Investment Balanced A (CSIFX)
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HEADLINES
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 526.57M
Category: Moderate Allocation
Total Expense Ratio: 1.19%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 3.23%
5y Avg Return: 8.33%
Rank in Category (ytd): 606
% Rank in Category (ytd): 54.94%
Beta (3y): 0.76
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks a competitive total return The fund typically invests about 60% of assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock in large-cap companies, while the fixed-income investments are primarily a wide variety of investment grade bonds. All investments are selected on the basis of their ability to contribute to the dual objectives of financial soundness and societal impact.
Fund Profile - CSIFX Prospectus


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