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Calvert Social Investment Balanced A (CSIFX)

On Feb 10: 24.31 USD  Up 0.16 (0.66%)  
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 CALVERT SOCIAL INVESTMENT FD MA Delayed quote dataEdit
Net Asset Value:24.31
Trade Time:Feb 10
Change:Up 0.16 (0.66%)
Prev Close:24.31
YTD Return*:22.20%
Net Assets*:406.76M
Yield*:1.54%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for CSIFX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:406.76M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:22.20%
5y Avg Return:0.91%
Rank in Category (ytd):627
% Rank in Category (ytd):52.96%
Beta (3y):0.94
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks a competitive total return. The fund typically invests about 60% of net assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock in large-cap companies, while the fixed-income investments are primarily a wide variety of investment-grade bonds. All investments are selected on the basis of their ability to contribute to the dual objectives of financial soundness and societal impact.
Fund Profile - CSIFX Prospectus


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