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Calvert Funds (CBDIX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
(800) 368-2745www.calvert.com
Category:Institutional Funds
Style:Intermediate
Assets: ($ millions)$391.3

Account min.:$1,000,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Corp. General
Expenses:0.53%
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM:16.46
Avg. Coupon Rate:3.66
Fund Description
The Calvert Social Investment Fund Bond Portfolio seeks to provide as high a level of current income as is consistent with prudent investment risk and preservation of capital through investment in bonds and other straight debt securities meeting the Fund's investment and social criteria. The Fund seeks relative value to earn incremental income, investing at least 80% of its net assets in fixed-income securities and at least 65% of assets in investment grade debt securities rated A or above.
Social Issues11/30/17
Shareholder activism:YES
Community investment:P
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:
Governance

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
Year to date: 4.07%
Year to date: 4.07%
1 Year: 4.23%
Annualized returns:
3 Year: 3.00%
5 Year: 2.64%
10 Year: 4.09%
Since inception: 5.45%
Inception date: 03/31/00
Bear Market: 4.03%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:0.95
Alpha 5YR:0.55
Beta 3YR:0.95
Beta 5YR:1.06
R. Squared 3YR:88.26
R. Squared 5YR:90.20
Sharpe 3YR:0.94
Sharpe 5YR:0.76
Std. Dev. 3YR:3.16
Std. Dev. 5YR:3.16
Sectors Pie Chart 
No fund sectors available

 

 
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