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Lipper
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Zacks Investment Research
2
(Buy)
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.66 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.4% |
| 1 Year | 18.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income and competitive total return. The fund offers opportunities for high current income and competitive total return through investment primarily in dividend-paying, large-cap U.S. common stocks that the portfolio manager believes are undervalued. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities. The equity securities held by the fund will consist primarily of dividend-paying common stocks of large-cap U.S. companies, but may also include preferred stock, trust preferred securities and convertible securities.
Fees
Fees are Low compared to funds in the same category.
Calvert Equity Income Fund has an expense ratio of 1.23 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
