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CTTLX:NASDAQ

Calvert Tax-Free Bond Fund Class A – CTTLX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
16.550.00 (0.00%)16.15 - 16.900.0

Market data as of 6:05PM 05/17/13. Quotes are delayed by at least 15 min.

Overview - CTTLX

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 typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. The fund may invest in a variety of tax-exempt obligations. It is non-diversified.

Growth of $10,000 (10 Years)

Total Return6.28%
Yield (Trailing 12 Mo.)2.92%
Expense Ratio0.90%
Front Load3.75%
Deferred LoadNone
Minimum Investment$2,000
Management Tenure9 Years
Fund Inception08/23/1983

Trailing Total Returns - CTTLX

as of 04/30/2013
TimeframeCTTLXS&P 500Muni National Long
1 Month1.21%1.93%1.16%
3 Month0.70%7.18%0.83%
Year-to-Date1.24%12.74%1.49%
1 Year5.59%16.89%6.23%
3 Year5.19%12.80%6.56%
5 Year4.16%5.21%5.73%
10 Year3.59%7.88%4.53%
Since Inception6.28%10.38%--

Sector Allocation - CTTLX

as of 04/30/2013
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Healthcare--
Utilities--
Communication Services--
Energy--
Industrials--
Technology--

Asset Allocation - CTTLX

as of 04/30/2013
By PercentShort0%LongNet
Stock0.00
 
 
0.000.00
Bond0.00
 
 
99.2999.29
Other0.00
 
 
0.000.00
Foreign Stock0.00
 
 
0.000.00
Foreign Bond9.20
 
 
0.00-9.20
Total9.2099.2990.09
Cash0.00
 
 
9.919.91
Total Net Assets$172.44M
Total Stock Holdings0
Total Bond Holdings101

Bond Credit Quality - CTTLX

as of 04/30/2013
AAA30.05%
AA52.95%
A9.22%
BBB2.60%
BB0.80%
B0.00%
Below B0.00%
Not Rated4.38%

Top Ten Holdings - CTTLX

as of 04/30/2013
CompanyYTD Return% of Assets
Us Long Bond(Cbt) Jun13--9.20%
North East Indpt Sch Dist 5.25%--2.65%
New Mexico St Hosp Equip Ln Co Re 5.125%--2.56%
Essex Cnty N J Impt Auth 5.25%--2.43%
North Carolina Med Care Commn Rev Bds 5%--2.40%
Harris Cnty Tex Flood Ctl Dist 5%--2.38%
Metropolitan Wash D C Arpts Au Arpt B 5%--2.14%
Dade Cnty Fla Professional Spo Rev 5.25%--2.09%
Hidalgo Cnty Tex Drain Dist 5%--2.08%
Washington St Various P 5%--2.08%

Valuation & Growth - CTTLX

as of 04/30/2013
ValuationCTTLXCategory Range
Price/Earnings--
Price/Book--
Price/Sales--
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 
 Hi

Morningstar Summary - CTTLX, 3 Year

Rate Sensitivity
High
Mid
Low
Ratingvs Category
Overall
RiskAvg
ReturnLow
Key:  Lo 
 Hi

Tax Analysis - CTTLX, 3 Year Avg

Pretax Return5.19%
Tax-adjusted Return3.86%
Tax Cost Ratio0.01%
Potential Cap Gains-21.83%

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