Mutual Funds Center
Calvert Capital Accumulation A (CCAFX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
Category:Domestic Equity Funds
Assets: ($ millions)$161.3

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:30.30
Avg. P/B:5.34
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
Calvert Capital Accumulation seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks that meet the Fund's investment and social criteria. The Fund seeks to invest in companies with good performance records with regards to the environment, workplace relations, human rights, indigenous peoples' rights, community relations, and positive product and business practices, as well as corporate governance. The Fund avoids companies involved in tobacco, weapons, alcohol, gambling and nuclear power.
Social Issues01/31/18
Shareholder activism:YES
Community investment:YES
Human rights:P
Products and Services:P
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X

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 Performance01/31/18
  Fund Return Percentile Rank *
Year to date: 3.36% 60
1 Year: 14.61% 77
Annualized returns:
3 Year: 6.35% 96
5 Year: 9.29% 96
10 Year: 8.24% 72
Since inception: 7.97% 85
Inception date: 10/31/94  
Bear Market: -23.98%  
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 Statistics01/31/18
Alpha 3YR:-4.15
Alpha 5YR:-3.15
Beta 3YR:0.87
Beta 5YR:0.92
R. Squared 3YR:79.86
R. Squared 5YR:83.38
Sharpe 3YR:0.55
Sharpe 5YR:0.82
Std. Dev. 3YR:10.95
Std. Dev. 5YR:10.95
Sector Distribution 
Basic Industries7.96% 
Cap. Goods & Tech.9.88% 
Consumer Cyclicals9.39% 
Consumer Non-Cyclicals22.07% 

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