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Calvert Funds (CSGCX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
(800) 368-2745www.calvert.com
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$61.7

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Balanced
Expenses:1.69%
Max. defer. load: 
Max. front load: 
Avg. P/E:25.84
Avg. P/B:5.59
Avg. YTM:18.11
Avg. Coupon Rate:3.55
Fund Description
The Calvert Social Investment Balanced Portfolio seeks a competitive total return through an actively managed portfolio of stocks, bonds and money market instruments which offer income and capital growth opportunity. The Fund typically invests about 60% of its net assets in stocks (primarily large-cap) and 40% in bonds or other fixed-income investments (wide variety). The Fund seeks to invest in companies that demonstrate positive environmental, social and governance performance. Criteria include: environment, work-place relations, human rights, indigenous peoples' rights, community relations, and positive product and business practices.
Social Issues11/30/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

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 
Basic Industries4.73% 
Cap. Goods & Tech.17.41% 
Consumer Cyclicals8.61% 
Consumer Non-Cyclicals17.60% 
Energy6.49% 
Finance24.18% 
Miscellaneous10.79% 
Transportation0.91% 
Utilities9.28% 
Fund Performance11/30/17
Year to date: 9.65%
Year to date: 9.65%
1 Year: 10.90%
Annualized returns:
3 Year: 3.87%
5 Year: 7.48%
10 Year: 4.33%
Since inception: 4.92%
Inception date: 03/01/94
Bear Market: -8.56%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-3.90
Alpha 5YR:-2.97
Beta 3YR:1.09
Beta 5YR:1.06
R. Squared 3YR:95.38
R. Squared 5YR:94.43
Sharpe 3YR:0.54
Sharpe 5YR:1.17
Std. Dev. 3YR:6.20
Std. Dev. 5YR:6.20
Sectors Pie Chart 
Sector Distribution Chart

 

 
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