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Calvert Funds (CBAIX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Institutional Funds
Style:Large Blend
Assets: ($ millions)$97.6

Account min.:$250,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:27.64
Avg. P/B:6.90
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 Issues08/31/18
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 Performance08/31/18
Year to date: 6.09%
Year to date: 6.09%
1 Year: 11.13%
Annualized returns:
3 Year: 8.77%
5 Year: 8.36%
10 Year: 7.16%
Since inception: 6.09%
Inception date: 02/26/99
Bear Market: -8.04%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-1.47
Alpha 5YR:-1.62
Beta 3YR:1.01
Beta 5YR:1.05
R. Squared 3YR:94.65
R. Squared 5YR:94.65
Sharpe 3YR:1.38
Sharpe 5YR:1.27
Std. Dev. 3YR:6.17
Std. Dev. 5YR:6.17
Sectors Pie Chart 
Sector Distribution Chart


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