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

Calvert Funds (CBAIX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Institutional Funds
Style:Large Blend
Assets: ($ millions)$89.6

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:26.58
Avg. P/B:6.44
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 Issues05/31/18
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 
Basic Industries4.73% 
Cap. Goods & Tech.17.41% 
Consumer Cyclicals8.61% 
Consumer Non-Cyclicals17.60% 
Fund Performance05/31/18
Year to date: 0.78%
Year to date: 0.78%
1 Year: 7.61%
Annualized returns:
3 Year: 4.95%
5 Year: 7.49%
10 Year: 6.13%
Since inception: 5.81%
Inception date: 02/26/99
Bear Market: -8.04%
Bear Market Period:     —    
MPT Statistics05/31/18
Alpha 3YR:-2.29
Alpha 5YR:-1.30
Beta 3YR:1.03
Beta 5YR:1.04
R. Squared 3YR:95.26
R. Squared 5YR:94.62
Sharpe 3YR:0.66
Sharpe 5YR:1.11
Std. Dev. 3YR:6.36
Std. Dev. 5YR:6.36
Sectors Pie Chart 
Sector Distribution Chart


| 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