Calvert Social Investment Equity ACSIEX

Calvert Social Investment Equity's sound approach continues to impress.

Subadvisor Atlanta Capital has steered this fund for nearly 11 years, although current manager Richard England's tenure is short. He started comanaging the fund in 2006 and has been lead manager since Dan Boone retired in late 2007.  Read more 

Like manager Dan Boone before him, Richard England and his team invest in 40-60 stocks with solid earnings histories and business franchises, as well as healthy balance sheets. Such firms tend to fetch a high price, but England attempts to buy them when they're trading at below-average valuations relative to their histories.  Read more 

Lead manager Dan Boone, who called the shots at this fund since subadvisor Atlanta Capital Management took it over in September 1998, retired in December 2007. Richard England, Boone's comanager since July 2006, has taken the lead, and he's supported by Boone's longtime comanager William Hackney III and Atlanta's six-person analyst team.  Read more 

The lead manager of this socially screened fund sticks mainly to steady growers, though he will occasionally pay a premium for firms with more-rapid earnings growth. He focuses primarily on large-cap stocks but will also climb down the market-cap ladder.  Read more