Calvert Equity Income Fund

U.S. News evaluated 326 Large Value 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 19.17 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year 19.2%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 2.35 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Calvert Investments Funds