Calvert Mutual Funds Performance

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Fund Prices
as of 11/24/2014
Return
(as of 11/24/2014)
Average Annual Total Returns
(for period ending 10/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
A Shares
(4.75% Charge)
22.69 0.11 0.48 1.69 -2.12 4.12 12.66 10.97 n/a 5.01 6/30/2005
A Shares
(No Charge)
21.61 0.10 0.46 6.77 2.76 9.32 14.51 12.05 n/a 5.56 6/30/2005
A Shares
(4.75% Charge)
36.16 0.15 0.41 4.81 -2.45 5.48 10.30 9.96 5.25 7.82 10/21/1982
A Shares
(No Charge)
34.44 0.14 0.41 10.02 2.42 10.72 12.10 11.04 5.76 7.99 10/21/1982
A Shares
(3.75% Charge)
16.60 0.01 0.06 1.13 -3.08 0.31 2.53 3.56 3.90 6.43 8/24/1987
A Shares
(No Charge)
15.98 0.01 0.06 5.04 0.70 4.19 3.84 4.36 4.30 6.57 8/24/1987
A Shares
(4.75% Charge)
41.20 0.35 0.85 2.72 -1.03 3.45 13.55 16.96 7.57 8.06 10/31/1994
A Shares
(No Charge)
39.24 0.33 0.84 7.83 3.89 8.62 15.41 18.11 8.10 8.32 10/31/1994
A Shares
(4.75% Charge)
18.53 0.04 0.22 0.95 -3.04 1.54 6.87 7.02 n/a 4.99 4/29/2005
A Shares
(No Charge)
17.65 0.04 0.23 6.00 1.80 6.62 8.61 8.06 n/a 5.53 4/29/2005
A Shares
(4.75% Charge)
14.18 0.08 0.56 -1.67 -2.24 -2.67 n/a n/a n/a 6.94 10/29/2012
A Shares
(No Charge)
13.51 0.08 0.59 3.21 2.66 2.21 n/a n/a n/a 9.57 10/29/2012
Fund Prices
as of 11/24/2014
Return
(as of 11/24/2014)
Average Annual Total Returns
(for period ending 10/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
A Shares
(4.75% Charge)
23.20 -0.01 -0.04 5.83 -4.13 8.36 14.95 n/a n/a 14.94 10/31/2011
A Shares
(No Charge)
22.10 -0.01 -0.05 11.12 0.65 13.78 16.84 n/a n/a 16.82 10/31/2011
A Shares
(4.75% Charge)
55.76 0.25 0.45 5.38 -2.14 9.95 14.47 13.49 7.45 8.00 8/24/1987
A Shares
(No Charge)
53.11 0.24 0.45 10.62 2.74 15.43 16.35 14.60 7.98 8.19 8/24/1987
A Shares
(4.75% Charge)
7.44 0.05 0.67 -9.57 -5.64 -7.98 4.27 -6.17 n/a -9.97 5/31/2007
A Shares
(No Charge)
7.09 0.05 0.71 -5.09 -0.99 -3.43 5.96 -5.26 n/a -9.38 5/31/2007
A Shares
(4.75% Charge)
20.64 0.06 0.29 -4.33 -3.46 1.40 14.99 11.73 n/a 8.73 9/30/2008
A Shares
(No Charge)
19.66 0.06 0.31 0.46 1.33 6.48 16.87 12.83 n/a 9.61 9/30/2008
A Shares
(3.75% Charge)
16.92 0.00 0.00 -1.26 -3.24 -2.19 -0.46 2.34 n/a 3.37 12/31/2008
A Shares
(No Charge)
16.29 0.00 0.00 2.56 0.52 1.61 0.82 3.13 n/a 4.04 12/31/2008
A Shares
(3.75% Charge)
15.92 0.01 0.06 0.32 -3.06 -0.83 n/a n/a n/a -0.83 10/31/2013
A Shares
(No Charge)
15.32 0.01 0.07 4.24 0.70 3.00 n/a n/a n/a 3.00 10/31/2013
Fund Prices
as of 11/24/2014
Return
(as of 11/24/2014)
Average Annual Total Returns
(for period ending 10/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
A Shares
(3.75% Charge)
30.35 0.01 0.03 -3.04 -3.80 -1.30 6.83 8.78 6.76 6.44 7/9/2001
A Shares
(No Charge)
29.21 0.01 0.03 0.75 -0.06 2.54 8.19 9.61 7.17 6.75 7/9/2001
A Shares
(3.75% Charge)
17.00 0.01 0.06 0.60 -3.30 0.19 3.14 3.61 3.40 7.67 10/12/1982
A Shares
(No Charge)
16.36 0.01 0.06 4.49 0.49 4.08 4.45 4.40 3.79 7.80 10/12/1982
A Shares
(4.75% Charge)
17.42 0.06 0.34 -8.49 -4.50 -6.39 7.50 4.36 2.20 3.57 7/2/1992
A Shares
(No Charge)
16.59 0.05 0.30 -3.94 0.24 -1.75 9.26 5.39 2.70 3.79 7/2/1992
A Shares
(4.75% Charge)
16.94 0.04 0.24 -7.56 -5.80 -3.82 11.77 7.87 n/a 0.99 5/31/2007
A Shares
(No Charge)
16.14 0.04 0.25 -2.95 -1.10 0.98 13.60 8.93 n/a 1.65 5/31/2007
A Shares
(4.75% Charge)
26.11 0.16 0.61 7.76 -1.06 9.31 15.84 14.15 5.93 4.42 4/15/1998
A Shares
(No Charge)
24.87 0.15 0.60 13.15 3.86 14.77 17.73 15.28 6.44 4.73 4/15/1998
A Shares
(4.75% Charge)
78.22 0.18 0.23 4.02 -4.83 7.81 15.99 12.31 6.08 6.16 12/29/1999
A Shares
(No Charge)
74.50 0.17 0.23 9.21 -0.08 13.19 17.88 13.41 6.59 6.51 12/29/1999
Fund Prices
as of 11/24/2014
Return
(as of 11/24/2014)
Average Annual Total Returns
(for period ending 10/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
A Shares
(3.75% Charge)
18.09 0.01 0.06 7.47 -2.18 6.51 5.22 6.72 n/a 7.63 12/31/2004
A Shares
(No Charge)
17.41 0.01 0.06 11.64 1.63 10.67 6.57 7.53 n/a 8.04 12/31/2004
A Shares
(4.75% Charge)
21.57 0.08 0.37 1.48 -2.45 2.94 9.82 9.05 n/a 5.03 4/29/2005
A Shares
(No Charge)
20.55 0.08 0.39 6.52 2.42 8.05 11.62 10.11 n/a 5.57 4/29/2005
A Shares
(2.75% Charge)
16.62 0.01 0.06 -1.82 -2.73 -1.92 1.72 1.98 3.47 4.50 1/31/2002
A Shares
(No Charge)
16.16 0.01 0.06 0.95 0.03 0.84 2.67 2.55 3.75 4.72 1/31/2002
A Shares
(4.75% Charge)
26.11 0.22 0.84 0.93 1.37 4.19 16.44 14.94 6.22 6.11 10/1/2004
A Shares
(No Charge)
24.87 0.21 0.84 5.97 6.44 9.39 18.34 16.06 6.74 6.63 10/1/2004
A Shares
(4.75% Charge)
20.29 0.09 0.44 8.05 -2.03 11.31 18.22 15.15 6.63 2.19 6/30/2000
A Shares
(No Charge)
19.33 0.09 0.47 13.44 2.84 16.88 20.16 16.27 7.15 2.54 6/30/2000
A Shares
(3.75% Charge)
16.59 0.00 0.00 2.82 -3.45 3.09 2.96 3.14 2.91 5.88 8/23/1983
A Shares
(No Charge)
15.97 0.00 0.00 6.84 0.28 7.09 4.29 3.93 3.31 6.01 8/23/1983
Fund Prices
as of 11/24/2014
Return
(as of 11/24/2014)
Average Annual Total Returns
(for period ending 10/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
A Shares
(1.25% Charge)
15.78 0.00 0.00 -0.70 -1.28 -0.55 0.89 1.14 n/a 2.65 10/31/2006
A Shares
(No Charge)
15.58 0.00 0.00 0.58 -0.02 0.72 1.32 1.39 n/a 2.82 10/31/2006
A Shares
(3.75% Charge)
15.54 0.01 0.06 n/a -3.84 n/a n/a n/a n/a -3.84 9/30/2014
A Shares
(No Charge)
14.96 0.01 0.07 n/a -0.12 n/a n/a n/a n/a -0.12 9/30/2014
Fund Expenses (from Prospectus)
(Performance data quoted above already reflects deduction for Fund operating expenses)
Fund Expense Ratio
(if no waiver reimbursement in effect)
Net Expense Ratio
(if waiver reimbursement in effect)
Gross Expense Ratio
(if waiver reimbursement in effect)
Calvert Aggressive Allocation Fund - A Shares (CAAAX) n/a 1.26% 1.64%
Calvert Balanced Portfolio - A Shares (CSIFX) 1.20% n/a n/a
Calvert Bond Portfolio - A Shares (CSIBX) 1.11% n/a n/a
Calvert Capital Accumulation Fund - A Shares (CCAFX) 1.48% n/a n/a
Calvert Conservative Allocation Fund - A Shares (CCLAX) n/a 1.01% 1.25%
Calvert Emerging Markets Equity Fund - A Shares (CVMAX) n/a 1.78% 3.03%
Calvert Equity Income Fund - A Shares (CEIAX) n/a 1.23% 2.00%
Calvert Equity Portfolio - A Shares (CSIEX) 1.23% n/a n/a
Calvert Global Alternative Energy Fund - A Shares (CGAEX) n/a 1.85% 2.40%
Calvert Global Water Fund - A Shares (CFWAX) n/a 1.85% 1.99%
Calvert Government Fund - A Shares (CGVAX) n/a 1.04% 1.35%
Calvert Green Bond Fund - A Shares (CGAFX) n/a 0.88% 1.59%
Calvert High Yield Bond Fund - A Shares (CYBAX) n/a 1.07% 1.43%
Calvert Income Fund - A Shares (CFICX) 1.23% n/a n/a
Calvert International Equity Fund - A Shares (CWVGX) 1.78% n/a n/a
Calvert International Opportunities Fund - A Shares (CIOAX) n/a 1.66% 2.03%
Calvert Large Cap Core Portfolio - A Shares (CMIFX) 1.32% n/a n/a
Calvert Large Cap Value Fund - A Shares (CLVAX) n/a 1.23% 1.74%
Calvert Long-Term Income Fund - A Shares (CLDAX) n/a 1.25% 1.28%
Calvert Moderate Allocation Fund - A Shares (CMAAX) 1.41% n/a n/a
Calvert Short Duration Income Fund - A Shares (CSDAX) n/a 1.08% 1.12%
Calvert Small Cap Fund - A Shares (CCVAX) n/a 1.37% 1.57%
Calvert Social Index Fund - A Shares (CSXAX) n/a 0.75% 0.92%
Calvert Tax-Free Bond Fund - A Shares (CTTLX) 0.93% n/a n/a
Calvert Ultra-Short Income Fund - A Shares (CULAX) n/a 0.89% 1.02%
Calvert Unconstrained Bond Fund - A Shares (CUBAX) n/a 1.12% 2.35%

Important Performance Disclosure

Class A and Class I shares of Calvert High Yield Bond Fund, a series of Summit Mutual Funds, Inc. (“SMF Calvert High Yield Bond Fund”), were reorganized into the Class A and Class I shares, respectively, of an identical and newly created series of The Calvert Fund (“TCF”), Calvert High Yield Bond Fund, which commenced operations on September 18, 2009. The performance results prior to September 18, 2009, for Class A and Class I shares of TCF Calvert High Yield Bond Fund reflect the performance of the corresponding shares of SMF Calvert High Yield Bond Fund. In addition, performance results for Class A shares of TCF Calvert High Yield Bond Fund prior to February 1, 2007, the inception date for Class A shares of SMF Calvert High Yield Bond Fund, reflect the performance of Class I shares of SMF Calvert High Yield Bond Fund, adjusted for the 12b-1 distribution fees applicable to Class A.

Class A and Class I shares of the Everest Fund of Summit Mutual Funds, Inc. were reorganized into the Class A and Class Y shares, respectively, of Calvert Large Cap Value Fund, which commenced operations on 12/12/08.  Performance results for Class A and Class Y shares of Calvert Large Cap Value Fund prior to 12/12/08 reflect the performance of Class A and Class I shares, respectively, of the Everest Fund since their inception on 12/29/99.

Prior to July 13, 2009, the Calvert Tax-Free Bond Fund emphasized investments in long-term fixed income securities and the returns shown above are the result of that investment management strategy. At a shareholder meeting held on July 13, 2009, the Fund's "Principal Investment Strategies" were amended to permit the Fund's portfolio manager to manage the Fund as a flexible duration fund without any upper or lower limit on the Fund's average maturity or average duration. The Fund's performance after July 13, 2009 reflects the Fund's new investment management strategy, which will cause the Fund to have, at times, a significantly shorter weighted average maturity and effective duration than it did prior to July 13, 2009. Past performance is no guarantee of future results.


Important Expense Disclosure

Calvert has agreed contractually to limit direct net annual fund operating expenses for Calvert Capital Accumulation Fund through January 31, 2015. Direct net operating expenses will not exceed 1.59% for Class A shares, 2.59% for Class C shares and 1.44% for Class Y shares of the Fund. Only the Board of Directors of the Fund may terminate the Fund’s expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expenses, brokerage commissions, extraordinary expense and taxes.

Calvert has agreed contractually to limit direct net annual fund operating expenses for Calvert Green Bond Fund through January 31, 2015. Direct net operating expenses will not exceed 0.88% for Class A shares and 0.63% for Class Y shares of the Fund. Only the Board of Directors of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expenses, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund and Calvert Aggressive Allocation Fund through January 31, 2015. This expense limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses for each Fund will not exceed 0.44% for Class A Shares of Calvert Conservative Allocation Fund; 0.80% for Class A Shares of Calvert Moderate Allocation Fund; and 0.43% for Class A Shares of Calvert Aggressive Allocation Fund. Direct ordinary operating expenses will not exceed 2.00% for Class C Shares of each Fund.  Only the Board of Trustees of the applicable Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes. As a shareholder in underlying Calvert Funds, Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund and Calvert Aggressive Allocation Fund each will indirectly bear its pro rata share of operating expenses incurred by the underlying Calvert Funds.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Emerging Markets Equity Fund through January 31, 2015. This limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses will not exceed 1.78% for Class A shares, 2.78% for Class C shares and 1.53% for Class Y shares of the Fund. Only the Board of Directors of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Equity Income Fund through January 31, 2015. This limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses will not exceed 1.23% for Class A shares, 2.35% for Class C shares, and 0.98% for Class Y shares of the Fund. Only the Board of Trustees may terminate the Fund's expense cap before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Global Alternative Energy Fund through January 31, 2015. This limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses for the Fund will not exceed 1.85% for Class A shares, 2.85% for Class C shares and 1.60% for Class Y shares of the Fund. Only the Board of Directors of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior natoice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Global Water Fund through January 31, 2015. This limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses for the Fund will not exceed 1.85% for Class A shares, 2.85% for Class C shares, and 1.60% for Class Y Shares of the Fund. Only the Board of Directors of the Fund may terminate the Funds expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Government Fund through January 31, 2015. Direct net operating expenses for the Fund will not exceed 1.04% for Class A shares and 2.04% for Class C shares of the Fund. Only the Board of Trustees of the Fund may terminate the Funds expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert High Yield Bond Fund through January 31, 2015. Direct net operating expenses for the Fund will not exceed 1.07% for Class A shares, 2.07% for Class C shares and 0.82% for Class Y shares of the Fund. Only the Board of Trustees of the Fund may terminate the fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert International Opportunities Fund through January 31, 2015. This limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses will not exceed 1.66% for Class A shares, 2.50% for Class C shares, and 1.41% for Class Y shares of the Fund. Only the Board of Directors of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Large Cap Value Fund through January 31, 2015. This limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses will not exceed 1.23% for Class A shares, 2.35% for Class C shares, and 0.98% for Class Y shares of the Fund. Only the Board of Trustees may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Long-Term Income Fund through January 31, 2015. Direct net operating expenses will not exceed 1.25% for Class A shares of the Fund. Only the Board of Trustees of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Short Duration Income Fund through January 31, 2015. Direct net operating expenses will not exceed 1.08% for Class A shares and 0.95% for Class Y shares of the Fund. Only the Board of Trustees of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Small Cap Fund through January 31, 2015. Direct net operating expenses will not exceed 1.69% for Class A shares, 3.19% for Class B shares, 2.69% for Class C shares, and 1.42% for Class Y shares of the Fund. Only the Board of Directors of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Social Index Fund through January 31, 2015. Direct net operating expenses will not exceed 0.75% for Class A shares, 1.75% for Class B shares, 1.75% for Class C shares and 0.60% for Class Y shares of the Fund. Only the Board of Directors of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Ultra-Short Income Fund through January 31, 2016. Direct net operating expenses for the Fund will not exceed 0.89% for Class A shares and 0.84% for Class Y shares of the Fund. Only the Board of Trustees of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Unconstrained Bond Fund through January 31, 2016. This limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses will not exceed 1.10% for Class A shares, 1.85% for Class C shares, and 0.85% for Class Y shares of the Fund. Only the Board of Trustees may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes.

Each of Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund and Calvert Aggressive Allocation Fund pay no investment advisory fee. Management fees include the administrative fee paid by the Fund to Calvert Investment Administrative Services, Inc., an affiliate of the Advisor.

For Calvert Ultra Short Income Fund, the redemption fee applies to redemptions, including exchanges within seven days of purchase.

Industry classifications provided by MSCI. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed or produced by MSCI.

Management fees include the advisory fee paid by the Fund to the Advisor, and the administrative fee paid by the Fund to Calvert Investment Administrative Services, Inc., an affiliate of the Advisor.

C101 (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.

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