Calvert Social Index Fund

Scorecard
3 / 5 Stars
Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
A+ (Buy)

U.S. News evaluated 466 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 28.33 percent over the past year, 14.90 percent over the past three years, 23.95 percent over the past five years, and 5.99 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year 28.3%
3 Years (Annualized) 14.9%
5 Years (Annualized) 23.9%
10 Years (Annualized) 6.0%

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Summary

The investment seeks to match the performance of the Calvert Social Index®, which measures the investment return of large- and mid-capitalization stocks. The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. It uses a replication index method. The index measures the performance of those companies that meet the sustainable and socially responsible investment criteria and that are selected from the universe of approximately the 1,000 largest U.S. companies, based on total market capitalization, included in the Dow Jones Total Market Index.

Fees

Fees are Average compared to funds in the same category.
Calvert Social Index Fund has an expense ratio of 0.60 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Calvert Investments Funds