| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
4
4
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Calvert Investments funds
Performance
The fund has returned 13.37 percent over the past year, 10.01 percent over the past three years, 3.91 percent over the past five years, and 5.30 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.8% |
| 1 Year | 13.4% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 3.9% |
| 10 Years (Annualized) | 5.3% |
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 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 Above Average compared to funds in the same category.
Calvert Social Index Fund has an expense ratio of 1.75 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
