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Calvert Funds (CSXAX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Domestic Equity Funds
Assets: ($ millions)$272.4

Account min.:$5,000
Reinvest. min.: 
IRA account min.:$2,000
IRA reinvest min.: 
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:25.75
Avg. P/B:6.96
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 Issues06/30/18
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 Industries3.78% 
Cap. Goods & Tech.23.01% 
Consumer Cyclicals8.19% 
Consumer Non-Cyclicals18.78% 
Non - US0.04% 
Fund Performance06/30/18
Year to date: 1.98%
Year to date: 1.98%
1 Year: 12.48%
Annualized returns:
3 Year: 9.97%
5 Year: 12.80%
10 Year: 10.05%
Since inception: 3.98%
Inception date: 06/30/00
Bear Market: -15.85%
Bear Market Period:     —    
MPT Statistics06/30/18
Alpha 3YR:-1.92
Alpha 5YR:-0.80
Beta 3YR:1.02
Beta 5YR:1.02
R. Squared 3YR:98.45
R. Squared 5YR:97.80
Sharpe 3YR:0.90
Sharpe 5YR:1.22
Std. Dev. 3YR:10.09
Std. Dev. 5YR:10.09
Sectors Pie Chart 
Sector Distribution Chart


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