Calvert Capital Accumulation Fund

Scorecard
2 / 5 Stars
Lipper
2 2 3 1 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

#151 in Mid-Cap Growth

U.S. News evaluated 223 Mid-Cap Growth 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 25.00 percent over the past year, 13.34 percent over the past three years, 25.15 percent over the past five years, and 7.27 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.3%
1 Year 25.0%
3 Years (Annualized) 13.3%
5 Years (Annualized) 25.1%
10 Years (Annualized) 7.3%

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Summary

The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of mid-size U.S. companies. The adviser currently defines mid-cap companies as those whose market capitalization falls within the range of the Russell Midcap Growth Index. The fund seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability challenges. It may also invest up to 25% of its net assets in foreign securities. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Calvert Capital Accumulation Fund has an expense ratio of 1.48 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