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Dartmouth College Employee Welcome Center

For over twenty years, Calvert has helped investors pursue their retirement goals by providing solid financial performance and superior service through socially and environmentally conscious mutual funds. This retirement enrollment kit is designed to help guide you through the investment and enrollment process, as well as the Calvert mutual funds choices, available to Columbia University Contribution Retirement Plan participants.

Calvert's socially responsible portfolios have been an investment option through Columbia University's retirement plan program since 1986. Columbia University began with two Calvert funds and now offers 12 socially responsible and non-screened options from which Columbia University retirement program participants can choose.We look forward to working with you and providing the investment options and service you deserve.

Online Enrollment

The following literature is now available. Be sure to complete both Columbia University and Calvert forms. Once forms are completed, please print and give to your Benefits office.

Calvert Forms

Columbia Forms

Calvert's socially responsible portfolios have been an investment option through Columbia University's retirement plan program since 1986. Columbia University began with two Calvert funds and now offers 12 socially responsible and non-screened options from which Columbia University retirement program participants can choose.We look forward to working with you and providing the investment options and service you deserve.

Mutual Fund Options (with no sales charge)

Money Market
Calvert Social Investment Fund (CSIF) Money Market
First Government Money Market Fund

Fixed Income
CSIF Bond Portfolio
Calvert Income Fund
Calvert Long-Term Income Fund
Calvert Short Duration Income Fund

Asset Allocation
Calvert Aggressive Allocation Fund
Calvert Conservative Allocation Fund
Calvert Moderate Allocation Fund
CSIF Balanced

Equity
Capital Accumulation Fund
CSIF Enhanced Equity
CSIF Equity
Large Cap Growth
Mid Cap Value Fund
New Vision Small Cap
Small Cap Value Fund
Social Index Fund
World Values International Equity

If you have questions or would like more information about Calvert funds available through your Columbia University plan, call 1.800-368.2745. A Calvert investor representative will be happy to help you.

Columbia University and Calvert are pleased to be able to offer you investments that make a difference in your retirement.

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SRI Myths Dispelled in WSJ.com article
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Calvert mutual funds are underwritten and distributed by Calvert Distributors Inc., member FINRA, a subsidiary of Calvert Group, Ltd.

Institutional Funds/Separate Account Services: 800.327.2109
Cash Management: 800.317.CASH

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© 2008Calvert Group, Ltd., a UNIFI Company(SM).
Calvert mutual funds are underwritten and distributed by
Calvert Distributors Inc., member NASD, a subsidiary of Calvert Group, Ltd.
1-800-368-2745
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