Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
CVT Nasdaq 100 Index I
Release date as of 2024-09-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-05-01  
Maximum Fees
Administrative 0.12%
Management 0.42%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.42%
Expense Ratio 0.48%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.60%
Waiver Data
Type Date %
ExpenseRatio Contractual 2025-05-01 0.12
  Management
Inception Date: 2000-04-27
Mngr Name Kevin L. Keene
Mngr Start Date 2008-11-30
Biography
Kevin L. Keene, CFA May 2014 -present: Portfolio Manager, Ameritas Investment Partners, Inc. April 2013-April 2014: Assistant Portfolio Manager, Ameritas Investment Partners, Inc. 2011-2013: Senior Analyst, Ameritas Investment Partners, Inc. 2008-2011: Equity Index and Derivatives Analyst, Ameritas Investment Partners, Inc.
Investment Advisor(s)
Calvert Research and Management
Web Site
www.calvert.com
Issuer
Calvert Research and Management
Subadvisor(s)
Ameritas Investment Partners, Inc
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