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Calvert Funds (CCAFX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
(800) 368-2745www.calvert.com
Category:Domestic Equity Funds
Style:Growth
Assets: ($ millions)$159.4

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Mid-Cap
Expenses:1.21%
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:28.67
Avg. P/B:4.90
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 Issues10/31/17
Shareholder activism:YES
Community investment:YES
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:
Governance

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 Industries7.96% 
Cap. Goods & Tech.9.88% 
Consumer Cyclicals9.39% 
Consumer Non-Cyclicals22.07% 
Energy4.14% 
Finance11.85% 
Miscellaneous31.15% 
Utilities3.57% 
Fund Performance10/31/17
Year to date: 8.32%
Year to date: 8.32%
1 Year: 16.23%
Annualized returns:
3 Year: 4.12%
5 Year: 9.93%
10 Year: 6.25%
Since inception: 7.76%
Inception date: 10/31/94
Bear Market: -23.98%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:-4.78
Alpha 5YR:-3.30
Beta 3YR:0.87
Beta 5YR:0.91
R. Squared 3YR:80.41
R. Squared 5YR:83.86
Sharpe 3YR:0.36
Sharpe 5YR:0.87
Std. Dev. 3YR:11.08
Std. Dev. 5YR:11.08
Sectors Pie Chart 
Sector Distribution Chart

 

 
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