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Calvert Capital Accumulation B (CWCBX)

On Feb 9: 19.07 USD  Up 0.27 (1.44%)  
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CALVERT WORLD VALUES FD CAPITAL Delayed quote dataEdit
Net Asset Value: 19.07
Trade Time: Feb 9
Change: Up 0.27 (1.44%)
Prev Close: 19.07
YTD Return*: -4.25%
Net Assets*: 4.58M
Yield*: N/A
* As of 31-Jan-10
Calvert Capital Accumulation B (CWCBX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 4.58M
Category: Mid-Cap Growth
Total Expense Ratio: 2.99%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -4.25%
5y Avg Return: -2.24%
Rank in Category (ytd): 445
% Rank in Category (ytd): 51.93%
Beta (3y): 0.97
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital appreciation. The fund primarily invests in common stocks of mid-size U.S. companies whose market capitalization falls within the range of the Russell MidCap Growth index. Under normal circumstances, it seeks to have a weighted average market capitalization between $2 billion and $12 billion. The fund may also invest up to 25% of assets in foreign securities. It is nondiversified.
Fund Profile


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