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Author: TMFKGOMalley Big gold star, 5000 posts Old School Fool Motley Fool One Everlasting Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2247  
Subject: Re: Citizens Funds, Vanguard Calvert vs Calvert Date: 5/31/2001 9:24 AM
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Hi,

Others will probably respond as well, but my 2¢.


<<1. What does anyone know about Citizens Funds, specifically
their Index (Core Growth) Fund? Their
customer service, their track record, is their high
management fee justified? ANYTHING is appreciated.
I would especially like to hear from people who have been
invested in them for a while. Are you having regrets? Do
you wish you had invested in another mutual fund? Are
you happy?>>


Here is the home page for Citizens Funds:
http://www.efund.com/

Here is the profile of the Citizens Core Growth Fund
http://www.efund.com/Live/funds/funds_core_profile.shtml

Here is the Morningstar rating of the fund:
http://quicktake.morningstar.com/Fund/Snapshot.asp?Country=USA&Symbol=WAIDX

You may want to scan the news at the end of the rating.


<<2. What's the difference between Vanguard Calvert's SR
fund (VCSIX) and just plain Calvert (CALVIN?)?>>


VCSIX is a mutual fund based on the CALVIN Index. Is that clear? ;-)

Here is a link to Calvert Online:
http://www.calvertgroup.com/

http://www.calvertgroup.com/invwcal_calvertindex.asp
"The Calvert Social IndexTM [CALVIN] is a broad-based, rigorously constructed benchmark for measuring the performance of large, US-based socially responsible companies. This section of the Web site provides comprehensive information on the list of companies in the Index, social analysis profiles, the daily value and performance of the Index and the industry sector representation."

Here is a link to the The Vanguard Group:
http://www.vanguard.com/

Here is the profile for the Vanguard Calvert Social Index Fund:
http://majestic2.vanguard.com/FP/DA/0.1.vgi_FProfileSnapshot/051690005731092105?FUND_ID=0213&ChtDspAvgAnnlRtns=T

Here is the Morningstar rating:
http://quicktake.morningstar.com/Fund/Snapshot.asp?Country=USA&Symbol=VCSIX


Fool On,

Keith O'Malley
TMF KGOMalley
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