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Sunday November 8, 2009 6:11 AM ET
SmartMoney
Net Asset Value: 
9.77
1-Day Return: 
0.01 (0.10%)
YTD Return
as of 11/6/09: 
Up 27.38%
CSXAX 
(Calvert Soc Idx;A)
Classification: Multi-Cap Core     Objective: Growth
Open to New Investors: Yes
Lipper Rating
Total Return
Consistent Return
Preservation
Tax Efficiency
Expense
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
NAV Chart | Growth of $10,000
Fund Chart
Total Returns (As of 11/06/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 27.38 25.38 -7.12 -1.18NA
Classification 25.78 26.54 -5.46 0.93 1.76
Index (S&P 500) 20.90 21.30 -6.10 0.30 -0.70
% Rank in Class (1-best,100=worst)34567788NA
Fund Stats
Investment Objective:Growth
Net Assets ($Mil)62.20
Inception Date:6/30/00
Manager Name, TenureTeam Managed, NA
Expense Ratio: 0.76%
Sales Charge:
Load Type:
  
Front-End Load
4.75%
0.00%
Top 10 Holdings (As of 8/31/09)
Company NameSymbol% Net Assets
Microsoft Corp MSFT 3.31
Johnson & Johnson JNJ 2.84
Jpmorgan Chase JPM 2.75
Procter & Gamble Co PG 2.69
Ibm IBM 2.65
At&t Inc T 2.63
Apple Inc AAPL 2.54
Bank Of America Corp BAC 2.28
Cisco Systems Inc CSCO 2.11
Wells Fargo & Co WFC 2.11
% of Total Holdings 25.91
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