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Calvert Social Index I (CISIX)
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General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com
Category:Institutional Funds
Style:Value/Growth
Assets: ($ millions)$562.0

Account min.:$100,000
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses:0.19%
Max. defer. load: 
Max. front load: 
Avg. P/E:26.74
Avg. P/B:6.28
Avg. YTM:18.43
Avg. Coupon Rate:6.20
Fund Description
The Calvert Social Index Fund seeks to match the performance of the Calvert Social Index, which measures the investment return of large- and mid-cap stocks of companies that meet Calvert's social investment criteria. The Fund uses a replication index method, investing a proportionate share in the common stock of each company in the Index.
Social Issues10/31/17
Shareholder activism:YES
Community investment:P
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:Governance

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance10/31/17
  Fund Return Percentile Rank *
Year to date: 16.60% 47
1 Year: 23.26% 48
Annualized returns:
3 Year: 10.43% 27
5 Year: 15.61% 21
10 Year: 7.52% 28
Since inception: 4.28% 91
Inception date: 06/30/00  
Bear Market: -15.71%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics10/31/17
Alpha 3YR:-0.76
Alpha 5YR:-0.08
Beta 3YR:1.05
Beta 5YR:1.03
R. Squared 3YR:98.00
R. Squared 5YR:97.42
Sharpe 3YR:0.95
Sharpe 5YR:1.55
Std. Dev. 3YR:9.86
Std. Dev. 5YR:9.86
Sector Distribution 
Basic Industries3.78% 
Cap. Goods & Tech.23.01% 
Consumer Cyclicals8.19% 
Consumer Non-Cyclicals18.78% 
Energy1.57% 
Finance26.76% 
Miscellaneous8.35% 
Non - US0.04% 
Transportation1.84% 
Utilities7.66% 

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