Calvert Large Cap Value Fund

Scorecard
2 / 5 Stars
Lipper
3 3 4 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#204 in Large Value

U.S. News evaluated 329 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 21.20 percent over the past year, 13.38 percent over the past three years, 19.68 percent over the past five years, and 6.61 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.2%
1 Year 21.2%
3 Years (Annualized) 13.4%
5 Years (Annualized) 19.7%
10 Years (Annualized) 6.6%

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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 offers opportunities for long-term growth of capital through investments in large-cap company equity securities that the portfolio manager believes are undervalued. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in the common stocks of large-cap companies.

Fees

Fees are Low compared to funds in the same category.
Calvert Large Cap Value Fund has an expense ratio of 1.23 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