Case Study Of Financial Screening Research On Investments

1001 Words 5 Pages
Financial Screening Research Calvert Investments was found in 1976. This Mutual Fund serves individuals and institutional investors offering them more than 40 equity and fixed income mutual funds, workplace retirement options, and a nation 529 college savings program. Calvert Investments are known for taxable bond investing and manages the largest family mutual funds in the United States including environmental, social, and governances research. The Minimum initial investment for an account is $2,000 and for an IRA is $1,000. There is a sales charge fee of 4.75% maximum and the maximum deferred sales charge is none. Redemption fees can be more or less of the investor’s shares original cost. There is a Management Fee with Calvert Investments …show more content…
The Fund includes a possible investment risk of loss of principal invested. Asset Allocation risk is possible which causes underlying funds to underperform. This risk may not ensure a profit and does not protect against a loss. Problems and risks that the firm faces are there is no managerial support for Information Technology for the company. Calvert provides services so a person can contact them and get information about the Mutual Fund. The toll free number for Calvert Investments is (800)-327-2109. The Mutual Fund provides Calvert Aggressive Allocation Fund A and Aggressive Allocation Fund C. A person can find the prospectus by simply going on the Calvert Investments website and look under related …show more content…
FUSEX has a 5-year performance from 2011-2015 of 2.03%, 15.93%, 32.25%, 13.59% and 1.21% respectively. The return on equity for FUSEX is 102.86 billion and their BETA for 3 years is 1.00. The BETA of Calvert Investments is 1.43, therefore its stock is 43% more volatile than the market and the BETA for FUSEX moves with the market. According to the comparison chart (Appendix Figure A), the funds move in an upward trend with some minor drops. The trend looks like it has a constant up and down flow until November 2015 when CAAAX drops dramatically. The drop in 2015 was caused because of severe weather change and had a negative impact for the year. After the steep drop, CAAAX remained around 45% lower than DOW and about 70% lower than

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