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Calvert Small Cap Value A (CCVAX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions)$131.9

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Small-Cap
Expenses:1.36%
Max. defer. load: 
Max. front load:4.75%
Avg. P/E:32.83
Avg. P/B:3.87
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Small Cap Value Fund seeks to provide long-term capital appreciation. The fund normally invests at least 80% of assets in the common stocks of small U.S. companies that have a market capitalization of $3 billion or less at the time of initial purchase. The Fund seeks to invest in companies that demonstrate positive environmental, social and governance performance as they address corporate responsibility and sustainability.
Social Issues08/31/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

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 Performance08/31/17
  Fund Return Percentile Rank *
Year to date: 3.05% 56
1 Year: 15.54% 28
Annualized returns:
3 Year: 8.74% 18
5 Year: 13.89% 17
10 Year: 7.02% 50
Since inception: 7.01% 80
Inception date: 10/01/04  
Bear Market: -23.68%  
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 Statistics08/31/17
Alpha 3YR:2.52
Alpha 5YR:2.78
Beta 3YR:0.79
Beta 5YR:0.83
R. Squared 3YR:88.36
R. Squared 5YR:88.29
Sharpe 3YR:0.68
Sharpe 5YR:1.11
Std. Dev. 3YR:12.23
Std. Dev. 5YR:12.23
Sector Distribution 
Basic Industries7.65% 
Cap. Goods & Tech.11.64% 
Consumer Cyclicals22.93% 
Consumer Non-Cyclicals21.86% 
Finance21.27% 
Miscellaneous12.64% 
Transportation1.99% 

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