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Calvert Funds (CSXCX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Domestic Equity Funds
Assets: ($ millions)$61.5

Account min.:$5,000
Reinvest. min.: 
IRA account min.:$2,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:26.42
Avg. P/B:7.14
Avg. YTM:18.43
Avg. Coupon Rate:6.20
Fund Description
The Calvert Social Index Fund seeks to match the performance of the Calvert Social Index, which measures the investment return of large- and mid-cap stocks of companies that meet Calvert's social investment criteria. The Fund uses a replication index method, investing a proportionate share in the common stock of each company in the Index.
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 Industries3.78% 
Cap. Goods & Tech.23.01% 
Consumer Cyclicals8.19% 
Consumer Non-Cyclicals18.78% 
Non - US0.04% 
Fund Performance08/31/18
Year to date: 10.10%
Year to date: 10.10%
1 Year: 18.84%
Annualized returns:
3 Year: 13.73%
5 Year: 13.20%
10 Year: 9.61%
Since inception: 3.45%
Inception date: 06/30/00
Bear Market: -16.21%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-2.56
Alpha 5YR:-1.49
Beta 3YR:1.04
Beta 5YR:1.03
R. Squared 3YR:97.94
R. Squared 5YR:97.54
Sharpe 3YR:1.32
Sharpe 5YR:1.27
Std. Dev. 3YR:9.93
Std. Dev. 5YR:9.93
Sectors Pie Chart 
Sector Distribution Chart


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