CTMXX:NASDAQ
Calvert Tax-Free Reserves Money Market Portfolio Class O – CTMXX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 1.00 | 0.00 (0.00%) | 1.00 - 1.00 | 0.0 |
Market data as of 6:06PM 05/24/13. Quotes are delayed by at least 15 min.
Overview - CTMXX
The investment seeks to earn the highest level of interest income, exempt from federal income taxes, as is consistent with prudent investment management, preservation of capital, and the quality and maturity characteristics of the fund.
Under normal market conditions, at least 80% of the income from the fund will be exempt from federal income tax. It invests in fixed and floating rate municipal bonds and notes, variable rate demand notes, tax-exempt commercial paper, and other high-quality, short-term municipal obligations.
Growth of $10,000 (10 Years)
| Total Return | 3.26% |
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| Yield (Trailing 12 Mo.) | 0.01% |
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| Expense Ratio | 0.73% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $2,000 |
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| Management Tenure | 4 Years |
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| Fund Inception | 03/04/1981 |
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Trailing Total Returns - CTMXX
as of 04/30/2013
| Timeframe | CTMXX | S&P 500 | Money Market- Tax-Free |
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| 1 Month | 0.00% | 1.93% | 0.00% |
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| 3 Month | 0.00% | 7.18% | 0.00% |
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| Year-to-Date | 0.00% | 12.74% | 0.00% |
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| 1 Year | 0.01% | 16.89% | 0.02% |
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| 3 Year | 0.01% | 12.80% | 0.03% |
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| 5 Year | 0.24% | 5.21% | 0.28% |
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| 10 Year | 1.05% | 7.88% | 1.12% |
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| Since Inception | 3.26% | 10.38% | -- |
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Sector Allocation - CTMXX
as of 04/30/2013
| Basic Materials | | -- |
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| Consumer Cyclical | | -- |
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| Financial Services | | -- |
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| Real Estate | | -- |
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| Consumer Defensive | | -- |
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| Healthcare | | -- |
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| Utilities | | -- |
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| Communication Services | | -- |
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| Energy | | -- |
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| Industrials | | -- |
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| Technology | | -- |
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Asset Allocation - CTMXX
as of 04/30/2013
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 0.00 | 0.00 |
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| Bond | -- | | | 93.49 | 93.49 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 0.00 | 0.00 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 93.49 | 93.49 |
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| Cash | -- | | | 6.51 | 6.51 |
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| Total Net Assets | $392.79M |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 90 |
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Top Ten Holdings - CTMXX
as of 04/30/2013
| Company | YTD Return | % of Assets |
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| Gillette Wyo Pollution Ctl Rev Rev Ref B | -- | 3.79% |
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| New York N Y Go Bds | -- | 3.77% |
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| Alexandria Va Indl Dev Auth | -- | 3.58% |
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| Oregon St For Issues Dtd Prior Tans 2% | -- | 3.03% |
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| Illinois St Toll Hwy Auth | -- | 3.01% |
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| Alaska Indl Dev & Expt Auth | -- | 2.92% |
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| Chicago Ill Go Variab | -- | 2.76% |
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| Greater Tex Stud Ln Corp St Student L | -- | 2.51% |
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| Tuscaloosa Cnty Ala Indl Dev G Gulf Oppu | -- | 2.38% |
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| Goshen Ind Econ Dev Rev Var Rev B | -- | 2.17% |
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Valuation & Growth - CTMXX
as of 04/30/2013
| Valuation | CTMXX | Category Range |
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| Price/Earnings | -- | |
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| Price/Book | -- | |
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| Price/Sales | -- | |
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| Price/Cash Flow | -- | |
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| Dividend Yield | | |
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| LT Earnings | | |
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| Historical Earnings | | |
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| Sales Growth | | |
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| Cash-Flow Growth | | |
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| Book-Value Growth | | |
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