sales-new-releases

Calvert for Financial Advisors
New Releases

Sales support items appearing here were published in the last 14 days. You may view online, download, e-mail or order items to be mailed to you. After choosing items to be mailed to you, please click the "Review/Submit" button at the bottom of the page.

To order literature, you need to register with Calvert.com as a financial professional. Registration is quick and easy, and best of all requires no password. Once you register, you will have access to sales ideas, investment concepts, and other resources developed specifically for financial professionals. Click here to get started.

Brochures

Funds Performance Guide Q1 2013 thumbnail image.

Funds Performance Guide Q1 2013

This client-approved guide provides in-depth fund and performance information.

Date: 3/31/2013 | Lit #BR10046 | FINRA Letter
PDF icon 6590 KB  | Envelope icon

Tools

Fund Snapshot - Calvert Capital Accumulation Fund 1Q 2013 thumbnail image.

Fund Snapshot - Calvert Capital Accumulation Fund 1Q 2013

Date: 3/31/2013 | Lit #TL10914 | FINRA Letter
PDF icon 742 KB  | Envelope icon
Fund Snapshot - Calvert Equity Portfolio 1Q 2013 thumbnail image.

Fund Snapshot - Calvert Equity Portfolio 1Q 2013

A convenient double-sided sheet provides key talking points for advisors about high-quality growth stocks and this fund.

Date: 3/31/2013 | Lit #TL10919 | FINRA Letter
PDF icon 605 KB  | Envelope icon
Fund Snapshot - Calvert Fixed Income Barbell Strategy 1Q 2013 thumbnail image.

Fund Snapshot - Calvert Fixed Income Barbell Strategy 1Q 2013

Stay Short for Stability. Go Long for Return and Income. Complementing a position in short-term bond funds with long-term bond funds--a barbell strategy--can be a smart move when the difference between short- and long-term bond-yields reaches steeper levels due to market uncertainty. Use this sales tool to show the benefits of a barbell strategy to your clients. A summary prospectus or prospectus and a current Calvert fact sheet for each offered fund must accompany this material.

Date: 3/31/2013 | Lit #TL10060 | FINRA Letter
PDF icon 806 KB  | Envelope icon
Fund Snapshot - Calvert High Yield Bond Fund 1Q 2013 thumbnail image.

Fund Snapshot - Calvert High Yield Bond Fund 1Q 2013

Date: 3/31/2013 | Lit #TL10980 | FINRA Letter
PDF icon 902 KB  | Envelope icon
Fund Snapshot - Calvert Short Duration Income Fund 1Q 2013 thumbnail image.

Fund Snapshot - Calvert Short Duration Income Fund 1Q 2013

Calvert Short Duration Income Fund offers a history of principal preservation, an attractive risk/reward profile and long-term consistency. Use this Fund Snapshot to explain to your clients more about this fund.

Date: 3/31/2013 | Lit #TL10923 | FINRA Letter
PDF icon 930 KB  | Envelope icon
Fund Snapshot - Calvert Ultra-Short Income Fund 1Q 2013 thumbnail image.

Fund Snapshot - Calvert Ultra-Short Income Fund 1Q 2013

Calvert Ultra Short Income Fund invests in ultra-short bonds. Use this Fund Snapshot to explain to your clients more about this fund.

Date: 3/31/2013 | Lit #TL10970 | FINRA Letter
PDF icon 675 KB  | Envelope icon

G301 (4/09)