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Calvert Social Investment Balanced B (CSLBX)

On Feb 9: 24.09 USD  Up 0.16 (0.67%)  
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CALVERT SOCIAL INVESTMENT FD BA Delayed quote dataEdit
Net Asset Value: 24.09
Trade Time: Feb 9
Change: Up 0.16 (0.67%)
Prev Close: 24.09
YTD Return*: -2.35%
Net Assets*: 13.56M
Yield*: 0.38%
* As of 31-Jan-10
Calvert Social Investment Balanced B (CSLBX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 13.56M
Category: Moderate Allocation
Total Expense Ratio: 2.39%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.35%
5y Avg Return: -0.51%
Rank in Category (ytd): 610
% Rank in Category (ytd): 48.96%
Beta (3y): 0.94
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 net 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. It 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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