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Calvert Funds (CSECX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
(800) 368-2745www.calvert.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$155.3

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Large-Cap
Expenses:1.84%
Max. defer. load: 
Max. front load: 
Avg. P/E:29.66
Avg. P/B:7.81
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Social Investment Fund Equity Portfolio seeks growth of capital through investment in stocks of issuers in industries believed to offer opportunities for potential capital appreciation and which satisfy the Fund's investment and social criteria. Evaluates criteria in the areas of environmental stewardship, equal opportunity, employee and community relations, and others.
Social Issues10/31/17
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 Industries5.04% 
Cap. Goods & Tech.20.13% 
Consumer Cyclicals16.63% 
Consumer Non-Cyclicals23.39% 
Energy4.04% 
Finance13.87% 
Miscellaneous13.72% 
Utilities3.19% 
Fund Performance10/31/17
Year to date: 20.61%
Year to date: 20.61%
1 Year: 22.09%
Annualized returns:
3 Year: 9.06%
5 Year: 13.02%
10 Year: 6.74%
Since inception: 7.59%
Inception date: 03/01/94
Bear Market: -16.25%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:-0.37
Alpha 5YR:-0.50
Beta 3YR:0.88
Beta 5YR:0.90
R. Squared 3YR:87.83
R. Squared 5YR:88.07
Sharpe 3YR:0.93
Sharpe 5YR:1.41
Std. Dev. 3YR:9.03
Std. Dev. 5YR:9.03
Sectors Pie Chart 
Sector Distribution Chart

 

 
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