Calvert for Financial Advisors
Mutual Fund Literature

An overview of target asset allocations for Calvert Conservative, Moderate, and Aggressive Asset Allocation Funds.

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

Calvert Global Alternative Energy Fund is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. KBC Asset Management International, Ltd. (KBC) of Dublin, Ireland manages the 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 KBC Asset Management International, Ltd (KBC) OF Dublin, Ireland manages the 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 Asset Management Company, Inc. (CAMCO) manages the Fund.

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

This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for these long-term, intermediate-term, investment-grade bond and short-term corporate bond funds.

Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets. F&C Management Limited manages the Fund.

Calvert subadvisor, Bridgeway Capital Management, Inc., combines active management with a disciplined, quantitative approach.

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

This profile outlines the Calvert New Vision Small Cap Fund advisor's investment process and strategy.

Calvert Short-Term Government managed by Calvert Asset Management Company, Inc. (CAMCO). by using an investment process that seeks to capitalize on anticipated changes in yields on U.S. government debt with various maturities..

Learn about the time-tested intrinsic value approach of Eric McKissack of Channing Capital that seeks undervalued stocks of well-managed companies with attractive price-appreciation potential.

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

This piece defines Calvert Asset Management Company's (CAMCO's) four-tiered management strategy.

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

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.

This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for this Class A ultra-short duration bond fund.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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