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Calvert Funds (CSXAX)
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)$279.4

Account min.:$5,000
Reinvest. min.:$250
IRA account min.:$2,000
IRA reinvest min.:250.00
Type:Large-Cap
Expenses:0.54%
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:26.86
Avg. P/B:6.30
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 Issues11/30/17
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 Industries3.78% 
Cap. Goods & Tech.23.01% 
Consumer Cyclicals8.19% 
Consumer Non-Cyclicals18.78% 
Energy1.57% 
Finance26.76% 
Miscellaneous8.35% 
Non - US0.04% 
Transportation1.84% 
Utilities7.66% 
Fund Performance11/30/17
Year to date: 19.78%
Year to date: 19.78%
1 Year: 21.79%
Annualized returns:
3 Year: 9.87%
5 Year: 15.48%
10 Year: 7.82%
Since inception: 3.95%
Inception date: 06/30/00
Bear Market: -15.85%
Bear Market Period:     —    
MPT Statistics11/30/17
Alpha 3YR:-1.32
Alpha 5YR:-0.67
Beta 3YR:1.04
Beta 5YR:1.03
R. Squared 3YR:98.21
R. Squared 5YR:97.63
Sharpe 3YR:0.90
Sharpe 5YR:1.53
Std. Dev. 3YR:9.87
Std. Dev. 5YR:9.87
Sectors Pie Chart 
Sector Distribution Chart

 

 
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