Calvert Fund Hypotheticals


Month-end performance of a $10,000 investment

Fund

Run your mouse over the chart line to display month-end plot point values.

As of 8/31/2014


Link to Performance (average annual returns) for this fund.

Russell Midcap Growth Index

Chart depicts the value of a $10,000 investment in the Fund over the past 10 years (or since inception for a fund lacking 10-year history.) Percentages reflect cumulative total return. Investment performance is for Class A shares and reflects the deduction of the maximum applicable Class A sales charge and assumes reinvestment of dividends. Investment performance of another class of shares of the Fund would be different. No sales charge has been applied to the index used for comparison. Chart plots month-end performance figures and does not reflect possible fluctuation occurring between month-end plot points. The chart does not reflect the deduction of taxes that a shareholder would pay on the Fund’s distributions or the redemption of Fund shares. Past performance is no guarantee of future results.

When using this tool to compare investment performance of the Fund to the performance of other Calvert funds, it is important to note that each fund has its own investment style and strategy and each will respond to market conditions differently than the Fund. In addition, each benchmark is comprised of securities representing different segments of the market, and each will respond to market conditions differently than the Fund. For personal advice regarding the applicability of a fund to your financial situation, please consult with a financial advisor.

 

E404 (3/09)

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.

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