Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center

Calvert Funds 
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Domestic Equity Funds
Assets: ($ millions) 

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E: 
Avg. P/B: 
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
Calvert Capital Accumulation seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks that meet the Fund's investment and social criteria. The Fund seeks to invest in companies with good performance records with regards to the environment, workplace relations, human rights, indigenous peoples' rights, community relations, and positive product and business practices, as well as corporate governance. The Fund avoids companies involved in tobacco, weapons, alcohol, gambling and nuclear power.
Social Issues02/28/18
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

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 Performance02/28/18
Year to date:  
Year to date:  
1 Year:  
Annualized returns:
3 Year:  
5 Year:  
10 Year:  
Since inception:  
Inception date:
Bear Market:  
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR: 
Alpha 5YR: 
Beta 3YR: 
Beta 5YR: 
R. Squared 3YR: 
R. Squared 5YR: 
Sharpe 3YR: 
Sharpe 5YR: 
Std. Dev. 3YR: 
Std. Dev. 5YR: 
Sectors Pie Chart 
No fund sectors available


| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network