Calvert Mutual Funds Performance

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Fund Prices
as of 1/29/2015
Return
(as of 1/29/2015)
Average Annual Total Returns
(for period ending 12/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
A Shares
(4.75% Charge)
20.81 0.14 0.67 -5.26 -1.34 0.80 13.91 9.76 n/a 5.01 6/30/2005
A Shares
(No Charge)
19.82 0.13 0.66 -0.55 3.58 5.83 15.76 10.83 n/a 5.55 6/30/2005
A Shares
(4.75% Charge)
35.36 0.17 0.48 -5.31 -1.06 4.54 10.76 9.24 4.89 7.83 10/21/1982
A Shares
(No Charge)
33.68 0.16 0.48 -0.59 3.88 9.74 12.57 10.31 5.40 7.99 10/21/1982
A Shares
(4.75% Charge)
17.85 0.04 0.22 -3.85 -2.21 1.12 6.90 6.72 n/a 4.99 4/29/2005
A Shares
(No Charge)
17.00 0.04 0.24 0.95 2.67 6.18 8.65 7.77 n/a 5.52 4/29/2005
A Shares
(4.75% Charge)
20.30 0.09 0.44 -4.68 -1.63 0.99 10.55 8.23 n/a 5.03 4/29/2005
A Shares
(No Charge)
19.34 0.09 0.47 0.05 3.29 6.01 12.36 9.29 n/a 5.56 4/29/2005
The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the performance data quoted. Index reflects no deductions for fees or expenses. An investor cannot invest directly in an index. Visit www.calvert.com to obtain performance data current to the most recent month-end. Returns for periods of less than one year are not annualized.
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 Conservative Allocation Fund - A Shares (CCLAX) n/a 1.01% 1.25%
Calvert Moderate Allocation Fund - A Shares (CMAAX) 1.41% n/a n/a

Important Expense Disclosure

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.

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.

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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