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Monday November 23, 2009 6:33 AM ET
SmartMoney
Net Asset Value: 
9.94
1-Day Return: 
-0.04 (-0.40%)
YTD Return
as of 11/20/09: 
Up 29.60%
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 $10,000
Fund Chart
Total Returns (As of 11/20/2009)
 YTD1Yr3Yr5Yr10Yr
Fund 29.60 55.52 -7.17 -0.93NA
Classification 27.66 55.91 -5.42 1.07 1.51
Index (S&P 500) 23.50 48.80 -5.90 0.70 -0.90
% Rank in Class (1-best,100=worst)34437786NA
Fund Stats
Investment Objective:Growth
Net Assets ($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 9/30/09)
Company NameSymbol% Net Assets
Microsoft Corp MSFT 3.25
Jpmorgan Chase JPM 2.74
Procter & Gamble Co PG 2.69
Johnson & Johnson JNJ 2.67
Apple Inc AAPL 2.62
At&t Inc T 2.55
Ibm IBM 2.51
Bank Of America Corp BAC 2.32
Cisco Systems Inc CSCO 2.16
Wells Fargo & Co WFC 1.98
% of Total Holdings 25.49
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