tools-know_what_you_own

Know What You Own

Do you know what's in your mutual fund?

Use the Calvert Know What You Own® Service to find out more:

  1. Enter the name of any U.S. equity mutual fund.
  2. Choose an issue that matters to you.
  3. See which companies held in the fund do not meet the sustainability criteria for the Calvert Social Index®.

Enter the name (or partial name) of a fund or fund company.
  



Methodology:
For the Know What You Own® Service, Calvert reviews only companies in the Calvert Social Index® Universe and companies identified by the Conflict Risk Network/CRN formerly known as Sudan Divestment Task Force for targeted divestment.  In addition, companies that fail to meet the criteria in one issue area may not have been reviewed in other issue areas.  Consequently, this service may not identify all companies held by the U.S. equity mutual funds selected that do not meet the Calvert Social Index® sustainability criteria.

U.S. equity mutual fund holdings are updated within five business days following the end of each month and are provided by Thomson Reuters. "Comparable Calvert Funds" are determined by a Funds' category as defined by Thomson Reuters. The information provided is believed to be accurate, but Calvert takes no responsibility for the accuracy of the holdings provided by Thomson Reuters.

NOT FOR INVESTMENT DECISIONS. Know What You Own® is for informational purposes only and should not be the basis for investment decisions. Please note that investment involves risk. As with any mutual fund investment, read the prospectus carefully before investing.

E402 (3/09)