Calvert Large Cap Growth A
(MUTF:CLGAX) Watch this mutual fundFind more results for
clgax
Performance
Trailing returns
| 1 day |
| -1.56% | |||
| 1 week | +0.00% | ||||
| 4 week |
| -0.28% | |||
| 3 month | +10.08% |
| |||
| YTD | +27.97% |
| |||
| 1 year | +40.00% |
| |||
| 3 years* |
| -7.94% | |||
| 5 years* |
| -0.91% | |||
| *annualized | |||||
| Best 3 month return | +22.43% | |
| Worst 3 month return | -35.28% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Low | Average |
 
|
| 5 years | Low | Average |
|
| 10 years | - | - | - |
| Overall | Low | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 781.70M | |
| Front load | 4.75% | |
| Deferred load | - | |
| Expense ratio | 1.50% | |
| Management fee | - | |
| Fund family | Calvert |
Asset allocation
| Cash | 0.44% | |
| Stocks | 98.96% | |
| Bonds | 0.00% | |
| Other | 0.60% |
Purchase information
| Initial | $2,000 | |
| Additional | $250 | |
| IRA Initial | $1,000 |
24.48
-0.09 (-0.37%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks to exceed the stock market total return (primarily through capital appreciation) at a level of total risk roughly equal to that of the stock market over longer periods of time.
The fund normally invests at least 80% of assets in large cap companies whose market capitalization falls within the range of the S&P 500 index. It seeks to have a weighted average market capitalization of at least $10 billion. The fund may also invest up to 25% of net assets in foreign securities.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
John Montgomery (Started: Aug 5, 1994)
John Montgomery (Started: Aug 5, 1994)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 1.57 | -4.98 | -1.29 | - | |
| Beta* | 0.90 | 1.05 | 1.06 | - | |
| Mean annual return | 1.03 | -0.62 | 0.02 | - | |
| R-squared* | 93.98 | 97.63 | 89.37 | - | |
| Standard deviation | 22.01 | 20.88 | 17.93 | - | |
| Sharpe ratio | 0.56 | -0.47 | -0.15 | - | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| International Business Machines Corp (IBM) | 3.09% | |
| Google, Inc. (GOOG) | 3.02% | |
| Johnson & Johnson (JNJ) | 2.79% | |
| Apple, Inc. (AAPL) | 2.77% | |
| eBay, Inc. (EBAY) | 2.57% | |
| Stryker Corporation (SYK) | 2.49% | |
| Noble Corporation (NE) | 2.38% | |
| Amazon.com, Inc. (AMZN) | 2.22% | |
| Forest Laboratories, Inc. (FRX) | 2.09% | |
| Microsoft Corporation (MSFT) | 2.06% |