advisors-tools

Interactive Tools

Create customized materials in just minutes with Calvert’s interactive tools. With just a few keystrokes, tools such as our Bond Duration Planner use the most recent month-end data to provide personalized analyses of Calvert funds for your clients.   

Interactive Tools for Brokers

  • tool-bond-duration

    Bond Duration Planner

    Construct a customized fixed-income asset allocation portfolio for your clients by using Calvert fixed income funds.

Client -Approved Interactive Tools

  • tool-calvert_social_index

    Calvert Social Index

    View all the companies in the Calvert Social Index®, a broad-based, rigorously constructed benchmark for measuring the performance of large, U.S.-based socially responsible companies.

  • products-hypo-thumb

    Hypothetical Investment in Calvert Funds

    See how a hypothetical $10,000 investment performs over time.

  • tool-asset-allocation

    Asset Allocator

    Asset allocation may be the most important factor in determining your portfolio's long-term return, especially in volatile markets. Our Asset Allocator can give you a basic idea of what your optimal portfolio is.

  • tool-retirement-calc

    Retirement Planner

    More and more people look forward to their retirement years as a chance to focus on the activities which make life worth living. Our Retirement Planner can help you learn whether you will have what you need.

  • tool-savings_calc

    Savings Calculator

    Even small additions to your savings add up over time. This calculator demonstrates how to put a savings strategy to work for you.

  • tool-roth_vs_tradition

    Roth Vs. Traditional IRA Planner

    Which IRA is right for you? Use this calculator to find out.

  • college3

    College Savings Calculator

    Use this calculator to help develop or fine-tune your education savings plan.

G400 (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.