Tax Information

Your clients probably have a lot of questions when they receive their year-end statements and tax documents. Our Tax Center can help you provide the answers they need.

Download specific information

This information is provided to aid in preparing your income tax returns. It should be used with your year-end account statements and 1099 forms.

Capital Gain Distributions

These distribution amounts reflect gains and losses realized through December 2013.  Each fund's capital gain distribution is the same across all share classes.

Tax Letters

G500 (10/14)

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.