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Calvert Funds (CSIFX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$558.3

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:26.75
Avg. P/B:5.91
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 Issues02/28/18
Shareholder activism:YES
Community investment:YES
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

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 Performance02/28/18
Year to date: 0.13%
Year to date: 0.13%
1 Year: 8.21%
Annualized returns:
3 Year: 4.63%
5 Year: 7.82%
10 Year: 5.88%
Since inception: 7.61%
Inception date: 10/21/82
Bear Market: -8.24%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-2.63
Alpha 5YR:-1.88
Beta 3YR:1.04
Beta 5YR:1.04
R. Squared 3YR:95.00
R. Squared 5YR:94.38
Sharpe 3YR:0.64
Sharpe 5YR:1.18
Std. Dev. 3YR:6.33
Std. Dev. 5YR:6.33
Sectors Pie Chart 
Sector Distribution Chart


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