Calvert Focused Value A (CRFAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Calvert Focused Value A
Bethesda, MD 20814
4550 Montgomery Avenue Street 1000n
Calvert Social Investment Fund
Management information
Aaron S. Dunn,Lead manager since 28 April 2022
Aaron Dunn is a vice president of Eaton Vance Management, co-director of value equity on Eaton Vance’s value team, where he also serves as a portfolio manager. He is responsible for buy and sell decisions, portfolio construction and risk management, as well as coverage of the energy sector. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2012.
Aaron began his career in the investment management industry in 2000. Before joining Eaton Vance, Aaron was a senior equity analyst for Pioneer Global Asset Management. He was previously affiliated with Invesco and U.S. Global Investors.
Aaron earned a B.S. from the University of Arkansas and an MBA from The University of Texas at Austin McCombs School of Business. He is a member of the CFA Society Boston and a CFA charterholder.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryLarge Value
Fund familyCalvert Research and Management
Net assets60.24M
YTD return5.47%
Yield0.78%
Morningstar ratingN/A1
Inception date28 Apr 2022
Fund operations
Last dividend0.09
Last cap gain-10.00
Holdings turnover75.00%
Average for categoryN/A
Fees and expenses
ExpenseCRFAXCategory average
Annual report expense ratio (net)0.99%0.94%
Prospectus net expense ratio0.99%N/A
Prospectus gross expense ratio1.21%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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