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Fund |
| Fund name: Calvert CA Municipal Intermediate A
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| Symbol: CCIMX
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Portfolio contains these types of investments:
CA Los Angeles Multi-Fam Hsg 5.85% - CA Los Angeles GO USD 6% - CA Santa Clara Fin Lease 6% - CA South Pub Pwr 6.75% - PR Hwy/Transp 5.5% - CA Los Angeles Cmnty Redev Hsg 5.2% CA Dept Wtr Res Central Vlly 6% - CA Walnut Valley GO USD 6.1% - CA San Jose Redev Merged Area Tax 6% - CA Anaheim Pub Fin Lease Impr 6%
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| Minimum Investment: $2,000
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| 1-Year Profit Projection: N/A
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Brief fund description:
Calvert California Municipal Intermediate Fund - Class A seeks income exempt from federal and California income taxes. The fund normally invests at least 65% of assets in investment-grade California municipal obligations. It may invest the balance in municipal obligations from any state rated below investment grade. The obligations may have fixed or variable rate income. The average dollar-weighted maturity typically ranges between three and 10 years. It may invest in securities subject to the AMT. The fund is nondiversified. Class A shares have front loads; C shares merged into Class A shares on Oct. 30, 1996.
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Expenses
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| Annual expense ratio: 0.89
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: 2.75
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Performance
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| Performance 3 Months: 5.34
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| Performance Year to Date: 6.69
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| Performance 12 Months: 7.00
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| Performance 3 Years: 4.60
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| Performance 5 Years: 5.01
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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