Calvert Small/Mid-Cap I (EISEX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Calvert Small/Mid-Cap I
Boston, MA 02110
Two International Place
Eaton Vance Special Investment Trust
(800) 262-1122
Management Information
,Lead Manager since January 28, 2015
J. Griffith Noble is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert
Research and Management in 2016. Griff began his career in the investment management industry in 1996. He has been affiliated with the Eaton Vance organization since 2012. Before joining the Eaton Vance organization, he was an equity analyst with BlackRock, Inc. He was previously affiliated with Byram Capital Management, Emerson Investment Management, Deutsche Asset Management and Putnam Investments.
Griff earned a B.S. from the University of Vermont and an MBA from Babson College. He is a member of the CFA Society of Boston and is a CFA charterholder.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Growth
Fund FamilyCalvert Research and Management
Net Assets49.91M
YTD Return-0.09%
Yield0.00%
Morningstar Rating★★★
Inception DateNov 16, 1994
Fund Operations
Last Dividend0.05
Last Cap Gain10.00
Holdings Turnover40.00%
Average for CategoryN/A
Fees & Expenses
ExpenseEISEXCategory Average
Annual Report Expense Ratio (net)1.89%1.09%
Prospectus Net Expense Ratio1.89%N/A
Prospectus Gross Expense Ratio2.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.27%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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