Calvert for Financial Advisors
Mutual Fund Literature

To order literature, you need to register with Calvert.com as a financial professional. Registration is quick and easy, and best of all requires no password. Once you register, you will have access to sales ideas, investment concepts, and other resources developed specifically for financial professionals. Click here to get started.

Annual Reports

Calvert Aggressive Allocation Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10964
PDF icon 581 KB  | Envelope icon

Calvert Balanced Portfolio: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10905
PDF icon 957 KB  | Envelope icon

Calvert Bond Portfolio: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10916
PDF icon 957 KB  | Envelope icon

Calvert Capital Accumulation Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10914
PDF icon 445 KB  | Envelope icon

Calvert Conservative Allocation Fund : Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10962
PDF icon 581 KB  | Envelope icon

Calvert Emerging Markets Equity Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR11068
PDF icon 433 KB  | Envelope icon

Calvert Equity Income Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10982
PDF icon 454 KB  | Envelope icon

Calvert Equity Portfolio: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10919
PDF icon 957 KB  | Envelope icon

Calvert Global Alternative Energy Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10971
PDF icon 551 KB  | Envelope icon

Calvert Global Water Fund Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10973
PDF icon 551 KB  | Envelope icon

Calvert Government Fund Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10974
PDF icon 526 KB  | Envelope icon

Calvert High Yield Bond Fund Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10980
PDF icon 534 KB  | Envelope icon

Calvert Income Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10908
PDF icon 560 KB  | Envelope icon

Calvert International Equity Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10926
PDF icon 472 KB  | Envelope icon

Calvert International Opportunities Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10972
PDF icon 451 KB  | Envelope icon

Calvert Large Cap Core Portfolio: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10910
PDF icon 957 KB  | Envelope icon

Calvert Large Cap Value Fund Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10979
PDF icon 480 KB  | Envelope icon

Calvert Long-Term Income Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10929
PDF icon 522 KB  | Envelope icon

Calvert Moderate Allocation Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10963
PDF icon 581 KB  | Envelope icon

Calvert Short Duration Income Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10923
PDF icon 570 KB  | Envelope icon

Calvert Small Cap Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10960
PDF icon 435 KB  | Envelope icon

Calvert Social Index Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10933
PDF icon 486 KB  | Envelope icon

Calvert Tax-Free Bond Fund: Annual Report - December 31 2013

Date: 12/31/2013 | Lit #AR10913
PDF icon 1143 KB  | Envelope icon

Calvert Ultra-Short Income Fund: Annual Report - September 30, 2013

Date: 9/30/2014 | Lit #AR10970
PDF icon 553 KB  | Envelope icon

Semi-Annual Reports

Calvert Aggressive Allocation Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10964
PDF icon 374 KB  | Envelope icon

Calvert Balanced Portfolio: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10905
PDF icon 620 KB  | Envelope icon

Calvert Bond Portfolio: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10916
PDF icon 620 KB  | Envelope icon

Calvert Capital Accumulation Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10914
PDF icon 293 KB  | Envelope icon

Calvert Conservative Allocation Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10962
PDF icon 374 KB  | Envelope icon

Calvert Emerging Markets Equity Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR11068
PDF icon 275 KB  | Envelope icon

Calvert Equity Income Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10982
PDF icon 285 KB  | Envelope icon

Calvert Equity Portfolio: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10919
PDF icon 620 KB  | Envelope icon

Calvert Global Alternative Energy Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10971
PDF icon 369 KB  | Envelope icon

Calvert Global Water Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10973
PDF icon 369 KB  | Envelope icon

Calvert Government Fund Semi-Annual Report

Date: 3/31/2014 | Lit #SR10974
PDF icon 322 KB  | Envelope icon

Calvert Green Bond Fund: Semi Annual Report

Date: 3/31/2014 | Lit #SR10898
PDF icon 304 KB  | Envelope icon

Calvert High Yield Bond Fund Semi-Annual Report

Date: 3/31/2014 | Lit #SR10980
PDF icon 330 KB  | Envelope icon

Calvert Income Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10908
PDF icon 360 KB  | Envelope icon

Calvert International Equity Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10926
PDF icon 317 KB  | Envelope icon

Calvert International Opportunities Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10972
PDF icon 293 KB  | Envelope icon

Calvert Large Cap Core Portfolio: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10910
PDF icon 620 KB  | Envelope icon

Calvert Large Cap Value Fund Semi-Annual Report

Date: 3/31/2014 | Lit #SR10979
PDF icon 316 KB  | Envelope icon

Calvert Long-Term Income Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10929
PDF icon 310 KB  | Envelope icon

Calvert Moderate Allocation Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10963
PDF icon 374 KB  | Envelope icon

Calvert Short Duration Income Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10923
PDF icon 354 KB  | Envelope icon

Calvert Small Cap Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10960
PDF icon 293 KB  | Envelope icon

Calvert Social Index Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10933
PDF icon 1452 KB  | Envelope icon

Calvert Tax-Free Bond Fund: Semi-Annual Report

Date: 6/30/2014 | Lit #SR10913
PDF icon 1372 KB  | Envelope icon

Calvert Ultra-Short Income Fund: Semi-Annual Report

Date: 3/31/2014 | Lit #SR10970
PDF icon 341 KB  | Envelope icon

Fact Sheets

Fact Sheet - Calvert Aggressive Allocation Fund Q3 2014

Date: 6/30/2014 | Lit #FS10964 | FINRA Letter
PDF icon 79 KB  | Envelope icon

Fact Sheet - Calvert Balanced Portfolio - Q3 2014

Date: 9/30/2014 | Lit #FS10905 | FINRA Letter
PDF icon 80 KB  | Envelope icon

Fact Sheet - Calvert Bond Portfolio Q3 2014

Date: 9/30/2014 | Lit #FS10916 | FINRA Letter
PDF icon 77 KB  | Envelope icon

Fact Sheet - Calvert Capital Accumulation Fund Q3 2014

Date: 9/30/2014 | Lit #FS10914 | FINRA Letter
PDF icon 85 KB  | Envelope icon

Fact Sheet - Calvert Conservative Allocation Fund Q3 2014

Date: 9/30/2014 | Lit #FS10962 | FINRA Letter
PDF icon 93 KB  | Envelope icon

Fact Sheet - Calvert Emerging Markets Equity Fund Q3 2014

Date: 9/30/2014 | Lit #FS11068
PDF icon 81 KB  | Envelope icon

Fact Sheet - Calvert Equity Income Fund Q3 2014

Date: 9/30/2014 | Lit #FS10982 | FINRA Letter
PDF icon 81 KB  | Envelope icon

Fact Sheet - Calvert Equity Portfolio Q3 2014

Date: 9/30/2014 | Lit #FS10919 | FINRA Letter
PDF icon 94 KB  | Envelope icon

Fact Sheet - Calvert Global Alternative Energy Fund Q3 2014

Date: 9/30/2014 | Lit #FS10971 | FINRA Letter
PDF icon 81 KB  | Envelope icon

Fact Sheet - Calvert Global Water Fund Q3 2014

Date: 9/30/2014 | Lit #FS10973 | FINRA Letter
PDF icon 102 KB  | Envelope icon

Fact Sheet - Calvert Government Fund Q3 2014

Date: 9/30/2014 | Lit #FS10974 | FINRA Letter
PDF icon 78 KB  | Envelope icon

Fact Sheet - Calvert High Yield Bond Fund Q3 2014

Date: 9/30/2014 | Lit #FS10980 | FINRA Letter
PDF icon 84 KB  | Envelope icon

Fact Sheet - Calvert Income Fund Q3 2014

Date: 9/30/2014 | Lit #FS10908 | FINRA Letter
PDF icon 91 KB  | Envelope icon

Fact Sheet - Calvert International Equity Fund Q3 2014

Date: 9/30/2014 | Lit #FS10926 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Fact Sheet - Calvert International Opportunities Fund Q3 2014

Date: 9/30/2014 | Lit #FS10972 | FINRA Letter
PDF icon 88 KB  | Envelope icon

Fact Sheet - Calvert Large Cap Core Portfolio Q3 2014

Date: 9/30/2014 | Lit #FS10910 | FINRA Letter
PDF icon 94 KB  | Envelope icon

Fact Sheet - Calvert Large Cap Value Fund Q3 2014

Date: 9/30/2014 | Lit #FS10979 | FINRA Letter
PDF icon 96 KB  | Envelope icon

Fact Sheet - Calvert Long Term Income Fund Q3 2014

Date: 9/30/2014 | Lit #FS10929 | FINRA Letter
PDF icon 83 KB  | Envelope icon

Fact Sheet - Calvert Moderate Allocation Fund Q3 2014

Date: 9/30/2014 | Lit #FS10963 | FINRA Letter
PDF icon 74 KB  | Envelope icon

Fact Sheet - Calvert Short Duration Income Fund Q3 2014

Date: 9/30/2014 | Lit #FS10923 | FINRA Letter
PDF icon 101 KB  | Envelope icon

Fact Sheet - Calvert Small Cap Fund Q3 2014

Date: 9/30/2014 | Lit #FS10960 | FINRA Letter
PDF icon 79 KB  | Envelope icon

Fact Sheet - Calvert Social Index Fund Q3 2014

Date: 9/30/2014 | Lit #FS10933 | FINRA Letter
PDF icon 101 KB  | Envelope icon

Fact Sheet - Calvert Tax-Free Bond Fund Q3 2014

Date: 9/30/2014 | Lit #FS10913 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Fact Sheet - Calvert Ultra-Short Income Fund Q3 2014

Date: 9/30/2014 | Lit #FS10970 | FINRA Letter
PDF icon 82 KB  | Envelope icon

Fact Sheet Calvert Green Bond Fund Q3 2014

Date: 9/30/2014 | Lit #FS10898 | FINRA Letter
PDF icon 76 KB  | Envelope icon

Investment Process

Investment Process - Calvert Balanced Portfolio

Date: 9/30/2013 | Lit #IP10905 | FINRA Letter
PDF icon 386 KB  | Envelope icon

Investment Process - Calvert Bond Portfolio

This piece defines Calvert Investment Management, Inc.'s four-tiered management strategy.

Date: 3/31/2013 | Lit #IP10916 | FINRA Letter
PDF icon 290 KB  | Envelope icon

Investment Process - Calvert Capital Accumulation Portfolio

This profile outlines the Calvert Capital Accumulation Fund advisor's investment process and strategy.

Date: 3/12/2012 | Lit #IP10914 | FINRA Letter
PDF icon 161 KB  | Envelope icon

Investment Process - Calvert Emerging Markets Equity Fund-4Q12

A core emerging markets fund with a focus on sustainable businesses.

Date: 12/31/2012 | Lit #IP11068
PDF icon 226 KB  | Envelope icon

Investment Process - Calvert Equity Income Fund

The Calvert Equity Income Fund, managed by Calvert Investment Management, Inc., invests primarily in dividend-paying, large-cap U.S. stocks that offer quality financials and attractive valuations.

Date: 9/3/2013 | Lit #IP10982 | FINRA Letter
PDF icon 402 KB  | Envelope icon

Investment Process - Calvert Equity Portfolio

This profile outlines Calvert Equity Portfolio's investment process and strategy as managed by portfolio manager Atlanta Capital Management.

Date: 2/28/2013 | Lit #IP10919 | FINRA Letter
PDF icon 335 KB  | Envelope icon

Investment Process - Calvert Global Alternative Energy Fund

Calvert Global Alternative Energy Fund is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. Kleinwort Benson Investors International Ltd. (KBI) of Dublin, Ireland manages the fund.

Date: 12/31/2012 | Lit #IP10971 | FINRA Letter
PDF icon 311 KB  | Envelope icon

Investment Process - Calvert Global Water Fund

Calvert Global Water Fund is an all-market-cap, water sector mutual fund that invests in non-U.S. and U.S. stocks. Calvert subadvisor Kleinwort Benson Investors International Ltd (KBI) OF Dublin, Ireland manages the fund.

Date: 6/30/2013 | Lit #IP10973 | FINRA Letter
PDF icon 356 KB  | Envelope icon

Investment Process - Calvert Government Fund

Calvert Government Fund seeks to maximize income, to the extent consistent with preservation of capital, through investment in U.S. government debt securities. Calvert Investment Management, Inc. manages the Fund.

Date: 4/1/2013 | Lit #IP10974 | FINRA Letter
PDF icon 313 KB  | Envelope icon

Investment Process - Calvert High Yield Bond Fund

Calvert High-Yield Bond Fund is managed by Calvert Investment Management, Inc. The Fund primarily seeks a high current income through investments in high-yield bonds (sometimes called "junk bonds") with intermediate maturities.

Date: 4/1/2013 | Lit #IP10980 | FINRA Letter
PDF icon 210 KB  | Envelope icon

Investment Process - Calvert Income Funds: Short Duration Income, Income and Long-Term Income

This piece defines Calvert Investment Management, Inc.'s investment strategies for these long-term, intermediate-term, investment-grade bond and short-term corporate bond funds.

Date: 3/31/2013 | Lit #IP10923 | FINRA Letter
PDF icon 334 KB  | Envelope icon

Investment Process - Calvert International Equity Fund

This profile outlines the Calvert International Equity Fund advisor's investment process and strategy.

Date: 2/28/2013 | Lit #IP10926 | FINRA Letter
PDF icon 323 KB  | Envelope icon

Investment Process - Calvert International Opportunities Fund

Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets.

Date: 11/8/2011 | Lit #IP10972 | FINRA Letter
PDF icon 188 KB  | Envelope icon

Investment Process - Calvert Large Cap Core Portfolio

Calvert Investment Management, Inc. combines insights from quantitative models and fundamental research to select stocks for Calvert Large Cap Core Portfolio.

Date: 12/31/2012 | Lit #IP10910 | FINRA Letter
PDF icon 303 KB  | Envelope icon

Investment Process - Calvert Large Cap Value Fund

Calvert Large Cap Value managed by Calvert Investment Management, Inc. primarily by using a bottom-up investment process to identify well-managed companies that are selling at a discount from their fair market value.

Date: 6/20/2011 | Lit #IP10979 | FINRA Letter
PDF icon 176 KB  | Envelope icon

Investment Process - Calvert Social Index Fund

This profile outlines Calvert Social Index Fund's investment process and strategy as managed by portfolio manager World Asset Management of Birmingham, MI.

Date: 12/31/2012 | Lit #IP10933 | FINRA Letter
PDF icon 293 KB  | Envelope icon

Investment Process - Calvert Tax-Free Bond Fund

This investment process piece contains an explanation of the techniques and strategies that portfolio manager Tom Dailey and his team use to manage Calvert Tax-Free Bond Fund to strive to produce tax-exempt income.

Date: 7/6/2011 | Lit #IP10913 | FINRA Letter
PDF icon 133 KB  | Envelope icon

Investment Process - Calvert Ultra-Short Income Fund

This piece defines Calvert Investment Management, Inc.'s investment strategies for this Class A ultra-short duration bond fund.

Date: 4/1/2013 | Lit #IP10970 | FINRA Letter
PDF icon 337 KB  | Envelope icon

Performance

Calvert Investments Mini Performance Retail Q3 2014

This condensed, two-page guide to fund performance shows fund and benchmark returns for the most recent quarter. ForBroker/Dealer use only.

Date: 9/30/2014 | Lit #TL10156
PDF icon 92 KB  | Envelope icon

Funds at a Glance 3Q 2014

This handy fold-out guide provides Calvert funds performance and benchmarks in an easy-to-view format.

Date: 9/30/2014 | Lit #BR10047 | FINRA Letter
PDF icon 770 KB  | Envelope icon

Funds Performance Guide Q3 2014

This client-approved guide provides in-depth fund and performance information.

Date: 9/30/2014 | Lit #BR10046 | FINRA Letter
PDF icon 6685 KB  | Envelope icon

Summary Prospectuses

Calvert Aggressive Allocation Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10964
PDF icon 263 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Balanced Portfolio

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10905
PDF icon 204 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Bond Portfolio

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10916
PDF icon 162 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Capital Accumulation Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10914
PDF icon 259 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Conservative Allocation Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10962
PDF icon 260 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Emerging Markets Equity Fund

Includes all available share classes except Class I

Date: 1/31/2014 | Lit #SP11068
PDF icon 182 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Equity Income Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10982
PDF icon 259 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Equity Portfolio

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10919
PDF icon 269 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Global Alternative Energy Fund

Includes all available share classes except Class I, R, and Y (where applicable).

Date: 1/31/2014 | Lit #SP10971
PDF icon 699 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Global Water Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10973
PDF icon 259 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Government Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10974
PDF icon 178 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Green Bond Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10898
PDF icon 149 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert High Yield Bond Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10980
PDF icon 520 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Income Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10908
PDF icon 159 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert International Equity Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10926
PDF icon 263 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert International Opportunities Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10972
PDF icon 187 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Large Cap Core Portfolio

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10910
PDF icon 261 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Large Cap Value Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10979
PDF icon 187 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Long-Term Income Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10929
PDF icon 160 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Moderate Allocation Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10963
PDF icon 188 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Short Duration Income Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10923
PDF icon 160 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Small Cap Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10960
PDF icon 901 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Social Index Fund

Includes all available share classes except Class I and R (where applicable).

Date: 1/31/2014 | Lit #SP10933
PDF icon 260 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Tax-Free Bond Fund

Includes all available share classes except Class I and R (where applicable).

Date: 4/30/2014 | Lit #SP10913
PDF icon 868 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Ultra-Short Income Fund

Includes all available share classes except Class I, R, and Y (where applicable).

Date: 1/31/2014 | Lit #SP10970
PDF icon 136 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Unconstrained Bond Fund

Includes all available share classes except Class I and R (where applicable).

Date: 9/30/2014 | Lit #SP10585
PDF icon 962 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Prospectuses

To order a statutory prospectus, please contact your financial advisor or call 800.368.2748.

Calvert Aggressive Allocation Fund

Date: 1/31/2014 | Lit #PR10964
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Balanced Portfolio

Date: 1/31/2014 | Lit #PR10905
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Bond Portfolio

Date: 1/31/2014 | Lit #PR10916
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Capital Accumulation Fund

Date: 1/31/2014 | Lit #PR10914
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Conservative Allocation Fund

Date: 1/31/2014 | Lit #PR10962
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Emerging Markets Equity Fund

Date: 1/31/2014 | Lit #PR11068
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Equity Income Fund

Date: 1/31/2014 | Lit #PR10982
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Equity Portfolio

Date: 1/31/2014 | Lit #PR10919
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Global Alternative Energy Fund

Date: 1/31/2014 | Lit #PR10971
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Global Water Fund

Date: 1/31/2014 | Lit #PR10973
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Government Fund

Date: 1/31/2014 | Lit #PR10974
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Green Bond Fund

Date: 1/31/2014 | Lit #PR10898
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert High Yield Bond Fund

Date: 1/31/2014 | Lit #PR10980
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Income Fund

Date: 1/31/2014 | Lit #PR10908
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert International Equity Fund

Date: 1/31/2014 | Lit #PR10926
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert International Opportunities Fund

Date: 1/31/2014 | Lit #PR10972
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Large Cap Core Portfolio

Date: 1/31/2014 | Lit #PR10910
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Large Cap Value Fund

Date: 1/31/2014 | Lit #PR10979
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Long-Term Income Fund

Date: 1/31/2014 | Lit #PR10929
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Moderate Allocation Fund

Date: 1/31/2014 | Lit #PR10963
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Short Duration Income Fund

Date: 1/31/2014 | Lit #PR10923
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Small Cap Fund

Date: 1/31/2014 | Lit #PR10960
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Social Index Fund

Date: 1/31/2014 | Lit #PR10933
PDF icon 2514 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Tax-Free Bond Fund

Date: 4/30/2014 | Lit #PR10913
PDF icon 1204 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Ultra-Short Income Fund

Date: 1/31/2014 | Lit #PR10970
PDF icon 1713 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Calvert Unconstrained Bond Fund

Date: 9/30/2014 | Lit #PR10585
PDF icon 1031 KB  | Envelope icon  | XBRL icon   What is XBRL?

What is XBRL?

XBRL is a coding language that creates documents with dynamic financial information in them.

Starting in 2011, all mutual fund companies must provide XBRL documents to clients.

Read more

Statements of Additional Information

SAI - Calvert Aggressive Allocation Fund

Date: 1/31/2014 | Lit #SA10964
PDF icon 620 KB  | Envelope icon

SAI - Calvert Balanced Portfolio

Date: 1/31/2014 | Lit #SA10905
PDF icon 712 KB  | Envelope icon

SAI - Calvert Bond Portfolio

Date: 1/31/2014 | Lit #SA10916
PDF icon 712 KB  | Envelope icon

SAI - Calvert Capital Accumulation Fund

Date: 1/31/2014 | Lit #SA10914
PDF icon 740 KB  | Envelope icon

SAI - Calvert Conservative Allocation Fund

Date: 1/31/2014 | Lit #SA10962
PDF icon 620 KB  | Envelope icon

SAI - Calvert Emerging Markets Equity Fund

Date: 1/31/2014 | Lit #SA11068
PDF icon 740 KB  | Envelope icon

SAI - Calvert Equity Income Fund

Date: 1/31/2014 | Lit #SA10982
PDF icon 421 KB  | Envelope icon

SAI - Calvert Equity Portfolio

Date: 1/31/2014 | Lit #SA10919
PDF icon 712 KB  | Envelope icon

SAI - Calvert Global Alternative Energy Fund

Date: 1/31/2014 | Lit #SA10971
PDF icon 601 KB  | Envelope icon

SAI - Calvert Global Water Fund

Date: 1/31/2014 | Lit #SA10973
PDF icon 601 KB  | Envelope icon

SAI - Calvert Government Fund

Date: 1/31/2014 | Lit #SA10974
PDF icon 1118 KB  | Envelope icon

SAI - Calvert Green Bond Fund

Date: 1/31/2014 | Lit #SA10898
PDF icon 601 KB  | Envelope icon

SAI - Calvert High Yield Bond Fund

Date: 1/31/2014 | Lit #SA10980
PDF icon 1118 KB  | Envelope icon

SAI - Calvert Income Fund

Date: 1/31/2014 | Lit #SA10908
PDF icon 1118 KB  | Envelope icon

SAI - Calvert Income Fund R Shares

Date: 1/31/2014 | Lit #SA60800
PDF icon 1118 KB  | Envelope icon

SAI - Calvert International Equity Fund

Date: 1/31/2014 | Lit #SA10926
PDF icon 740 KB  | Envelope icon

SAI - Calvert International Opportunities

Date: 1/31/2014 | Lit #SA10972
PDF icon 740 KB  | Envelope icon

SAI - Calvert Large Cap Core Portfolio

Date: 1/31/2014 | Lit #SA10910
PDF icon 712 KB  | Envelope icon

SAI - Calvert Large Cap Value Fund

Date: 1/31/2014 | Lit #SA10979
PDF icon 421 KB  | Envelope icon

SAI - Calvert Long-Term Income Fund

Date: 1/31/2014 | Lit #SA10929
PDF icon 1118 KB  | Envelope icon

SAI - Calvert Moderate Allocation Fund

Date: 1/31/2014 | Lit #SA10963
PDF icon 620 KB  | Envelope icon

SAI - Calvert Short Duration Income Fund

Date: 1/31/2014 | Lit #SA10923
PDF icon 1118 KB  | Envelope icon

SAI - Calvert Small Cap Fund

Date: 1/31/2014 | Lit #SA10960
PDF icon 601 KB  | Envelope icon

SAI - Calvert Social Index Fund

Date: 1/31/2014 | Lit #SA10933
PDF icon 712 KB  | Envelope icon

SAI - Calvert Tax-Free Bond Fund

Date: 4/30/2014 | Lit #SA10913
PDF icon 965 KB  | Envelope icon

SAI - Calvert Ultra-Short Income Fund

Date: 1/31/2014 | Lit #SA10970
PDF icon 1118 KB  | Envelope icon

SAI - Calvert Unconstrained Bond Fund

Date: 9/30/2014 | Lit #SA10585
PDF icon 1013 KB  | Envelope icon

G108 (4/09)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

This site intended for citizens and permanent residents of the United States of America.