PERFORMANCE Average Annual Returns (%) for Period Ended 12/31/2014
  QTR YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS SINCE
INCEPTION
INCEPTION
DATE
A Shares (NAV) 3.58 5.83 5.83 15.76 10.83 n/a 5.55 6/30/2005
Russell 3000 Index 5.24 12.56 12.56 20.51 15.63 7.94 8.37  
Lipper Mixed-Asset Target Alloc. Agg. Growth Funds Average 2.11 5.05 5.05 14.93 10.56 5.67 6.03  
The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. Index reflects no deductions for fees or expenses. An investor cannot invest directly in an index. Visit www.calvert.com to obtain performance data current to the most recent month-end. Returns for periods of less than one year are not annualized.
Top Ten Holdings / Percentage of Net Assets
December 31, 2014
CALVERT LARGE CAP CORE PORTFOLIO 25.94%
CALVERT EQUITY PORTFOLIO 22.59%
CALVERT INTERNATIONAL EQUITY FUND 12.18%
CALVERT SMALL CAP FUND 11.31%
CALVERT INTERNATIONAL OPPORTUNITIES FUND 8.67%
CALVERT CAPITAL ACCUMULATION FUND 6.48%
CALVERT BOND PORTFOLIO 4.58%
CALVERT EMERGING MARKETS EQUITY FUND 4.54%
CALVERT SOCIAL INDEX FUND 3.34%
S+P500 EMINI FUT MAR15 0.00%
Total 99.65%
September 30, 2014
CALVERT LARGE CAP CORE PORTFOLIO 25.55%
CALVERT EQUITY PORTFOLIO 22.09%
CALVERT INTERNATIONAL EQUITY FUND 12.95%
CALVERT SMALL CAP FUND 10.10%
CALVERT INTERNATIONAL OPPORTUNITIES FUND 9.29%
CALVERT CAPITAL ACCUMULATION FUND 6.36%
CALVERT EMERGING MARKETS EQUITY FUND 4.78%
CALVERT BOND PORTFOLIO 4.68%
CALVERT SOCIAL INDEX FUND 3.22%
Total 99.03%
December 31, 2013
CALVERT EQUITY PORTFOLIO 22.31%
CALVERT LARGE CAP CORE PORTFOLIO 21.27%
CALVERT INTERNATIONAL EQUITY FUND 14.52%
CALVERT SMALL CAP FUND 10.06%
CALVERT INTERNATIONAL OPPORTUNITIES FUND 9.25%
CALVERT SOCIAL INDEX FUND 5.99%
CALVERT CAPITAL ACCUMULATION FUND 5.82%
CALVERT EMERGING MARKETS EQUITY FUND 5.17%
CALVERT BOND PORTFOLIO 3.64%
Total 98.02%

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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