| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
3
4
2
2
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#164 in Large Value
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 20.25 percent over the past year, 10.33 percent over the past three years, 2.74 percent over the past five years, and 7.47 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.3% |
| 1 Year | 20.3% |
| 3 Years (Annualized) | 10.3% |
| 5 Years (Annualized) | 2.7% |
| 10 Years (Annualized) | 7.5% |
Summary
The investment seeks long-term capital appreciation through investment primarily in large-cap U.S. common stocks that are trading at prices below what are believed to be their intrinsic value, in accordance with the fund's corporate responsibility standards and strategies. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in the common stocks of large-cap companies. It defines large-cap companies as those within the range of market capitalizations of the Russell 1000 Value Index.
Fees
Fees are Low compared to funds in the same category.
Calvert Large Cap Value Fund has an expense ratio of 1.23 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
