Calvert Small Cap Fund

Scorecard
2 / 5 Stars
Lipper
2 2 2 1 3
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 229 Small Blend 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 19.37 percent over the past year, 13.15 percent over the past three years, and 17.19 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.7%
1 Year 19.4%
3 Years (Annualized) 13.1%
5 Years (Annualized) 17.2%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation through investment primarily in small-cap common stocks of U.S. companies. The fund offers opportunities for long-term capital appreciation with a moderate degree of risk through a mix of smaller company stocks that meet the fund's investment criteria, including financial, sustainability and social responsibility factors. It normally invests at least 80% of its net assets, including borrowings for investment purposes, in common stocks of small companies. The fund may also invest up to 25% of its net assets in foreign securities.

Fees

Fees are High compared to funds in the same category.
Calvert Small Cap Fund has an expense ratio of 2.49 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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