Calvert Funds (CSIEX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
Category:Domestic Equity Funds
Assets: ($ millions)$1,260.1

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:29.53
Avg. P/B:8.54
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Social Investment Fund Equity Portfolio seeks growth of capital through investment in stocks of issuers in industries believed to offer opportunities for potential capital appreciation and which satisfy the Fund's investment and social criteria. Evaluates criteria in the areas of environmental stewardship, equal opportunity, employee and community relations, and others.
Social Issues07/31/18
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: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance07/31/18
  Fund Return Percentile Rank *
Year to date: 10.05% 21
1 Year: 20.64% 21
Annualized returns:
3 Year: 11.65% 32
5 Year: 13.12% 29
10 Year: 10.21% 38
Since inception: 8.62% 55
Inception date: 08/24/87  
Bear Market: -16.00%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics07/31/18
Alpha 3YR:0.66
Alpha 5YR:1.09
Beta 3YR:0.87
Beta 5YR:0.91
R. Squared 3YR:87.62
R. Squared 5YR:88.75
Sharpe 3YR:1.14
Sharpe 5YR:1.35
Std. Dev. 3YR:9.35
Std. Dev. 5YR:9.35
Sector Distribution 
Basic Industries5.04% 
Cap. Goods & Tech.20.13% 
Consumer Cyclicals16.63% 
Consumer Non-Cyclicals23.39%