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Calvert Funds (CCVAX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
(800) 368-2745www.calvert.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions)$142.0

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Small-Cap
Expenses:1.29%
Max. defer. load: 
Max. front load:4.75%
Avg. P/E:34.24
Avg. P/B:3.92
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Small Cap Value Fund seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in the common stocks of small U.S. companies that have a market capitalization of $3 billion or less at the time of initial purchase. The Fund seeks to invest in companies that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability.
Social Issues11/30/17
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 Industries7.65% 
Cap. Goods & Tech.11.64% 
Consumer Cyclicals22.93% 
Consumer Non-Cyclicals21.86% 
Finance21.27% 
Miscellaneous12.64% 
Transportation1.99% 
Fund Performance11/30/17
Year to date: 12.96%
Year to date: 12.96%
1 Year: 17.16%
Annualized returns:
3 Year: 10.78%
5 Year: 15.68%
10 Year: 7.95%
Since inception: 7.62%
Inception date: 10/01/04
Bear Market: -23.68%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:1.87
Alpha 5YR:3.14
Beta 3YR:0.79
Beta 5YR:0.82
R. Squared 3YR:87.52
R. Squared 5YR:88.52
Sharpe 3YR:0.87
Sharpe 5YR:1.26
Std. Dev. 3YR:12.13
Std. Dev. 5YR:12.13
Sectors Pie Chart 
Sector Distribution Chart

 

 
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