PERFORMANCE Average Annual Returns (%) for Period Ended 9/30/2014
  QTR YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS SINCE
INCEPTION
INCEPTION
DATE
A Shares (NAV) -1.63 2.64 8.27 13.11 9.19 n/a 5.35 4/29/2005
Russell 3000 Index 0.01 6.95 17.76 23.08 15.78 8.44 8.37  
Lipper Mixed-Asset Target Alloc. Growth Funds Average -1.31 4.05 10.58 14.45 10.12 6.45 6.33  
Top Ten Holdings / Percentage of Net Assets
September 30, 2014
CALVERT BOND PORTFOLIO 25.07%
CALVERT LARGE CAP CORE PORTFOLIO 19.38%
CALVERT EQUITY PORTFOLIO 16.57%
CALVERT INTERNATIONAL EQUITY FUND 9.12%
CALVERT SMALL CAP FUND 7.46%
CALVERT INTERNATIONAL OPPORTUNITIES FUND 5.33%
CALVERT CAPITAL ACCUMULATION FUND 5.23%
CALVERT EMERGING MARKETS EQUITY FUND 3.81%
CALVERT SOCIAL INDEX FUND 2.69%
Total 94.67%
June 30, 2014
CALVERT BOND PORTFOLIO 24.70%
CALVERT LARGE CAP CORE PORTFOLIO 18.81%
CALVERT EQUITY PORTFOLIO 15.55%
CALVERT INTERNATIONAL EQUITY FUND 9.53%
CALVERT SMALL CAP FUND 7.82%
CALVERT INTERNATIONAL OPPORTUNITIES FUND 5.59%
CALVERT EMERGING MARKETS EQUITY FUND 5.38%
CALVERT CAPITAL ACCUMULATION FUND 4.78%
CALVERT SOCIAL INDEX FUND 2.59%
Total 94.75%
December 31, 2013
CALVERT BOND PORTFOLIO 23.29%
CALVERT EQUITY PORTFOLIO 17.08%
CALVERT LARGE CAP CORE PORTFOLIO 16.29%
CALVERT INTERNATIONAL EQUITY FUND 9.50%
CALVERT SMALL CAP FUND 7.42%
CALVERT INTERNATIONAL OPPORTUNITIES FUND 5.74%
CALVERT SOCIAL INDEX FUND 4.95%
CALVERT CAPITAL ACCUMULATION FUND 4.81%
CALVERT EMERGING MARKETS EQUITY FUND 4.59%
Total 93.67%

Investment in mutual funds involves risk, including the possible loss of principal invested. The Fund is subject to asset allocation risk, which is the chance that selection of, and allocation of assets to, the underlying funds will cause the Fund to underperform. The Fund shares the principal risks of each underlying fund in which it invests and pays a proportionate share of the operating expenses of those funds as well as the direct expenses of investing in the Fund. The Fund's greater allocation to equity funds makes it more susceptible to risks associated with equity investments than fixed-income investments. Asset allocation does not ensure a profit and may not protect against a loss.

G200ATT FOR INSTITUTIONAL INVESTOR AND BROKER/DEALER USE ONLY. NOT FOR PUBLIC DISTRIBUTION.

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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