3 / 5 Stars
4 3 3 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#118 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.68 percent over the past year, 13.86 percent over the past three years, 7.12 percent over the past five years, and 8.18 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.1%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||8.2%|
The investment seeks long-term capital appreciation. The fund primarily invests in common stocks of mid-size U.S. companies whose market capitalization falls within the range of the Russell MidCap Growth Index. It seeks to invest in companies and other enterprises that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability challenges. The fund normally seeks to have a weighted average market capitalization between $2 billion and $12 billion. It may also invest up to 25% of assets in foreign securities. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Calvert Capital Accumulation Fund has an expense ratio of 1.53 percent.
Risk is Average compared to funds in the same category according to Morningstar.