| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
1
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#118 in Small Blend
U.S. News evaluated 218 Small Blend 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 23.33 percent over the past year, 10.01 percent over the past three years, and 5.65 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 16.3% |
| 1 Year | 23.3% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | 5.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund normally invests at least 80% of net assets in the common stock of small companies that have a market capitalization of $3 billion or less at the time of initial purchase. It also invests up to 25% of net assets in foreign securities. 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.
Fees
Fees are Above Average compared to funds in the same category.
Calvert Small Cap Fund has an expense ratio of 1.69 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
