Sales Charges & Breakpoints

Calvert offers several share classes to meet investor needs. 

  • A shares: front-end sales charge, lower annual expenses than Class C shares
  • C shares: no front-end sales charge, contingent deferred sales charge on shares sold within first year
  • Y-shares:  lower annual expenses than A or C shares. No front-end or contingent deferred sales charges. No 12b-1 fee. This share class is generally available for wrap or similar fee-based programs.  It is not available at all firms.

Broker Commission Schedule Please download our Broker Compensation and Commission Schedule here.

G602 (9/11)

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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