PERFORMANCE Average Annual Returns (%) for Period Ended 9/30/2014
  QTR YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS SINCE
INCEPTION
INCEPTION
DATE
I Shares 1.80 7.85 19.31 23.67 15.69 7.60 2.85 6/30/2000
Calvert Social Index 1.83 8.08 19.74 24.07 16.00 8.11 3.31  
Lipper Multi-Cap Core Funds Average -1.12 5.29 15.34 21.77 14.06 7.75 5.71  
Characteristics
  September 30, 2014
  Portfolio Benchmark
Number of Holdings N/A 726
W. Avg Cap. (mils) $122,723.9 $122,742.0
W. Median Cap (mils) $59,566.1 $59,566.1
P/E 1-year trailing 19.3 19.3
P/E 1-year forward 17.1 17.1
EPS Growth, past 3 years 12.9% 12.9%
EPS Growth, next 3 - 5 years 12.9% 12.9%
Price to Book 2.9 2.9
Price to Sales 2.1 2.1
Dividend Yield 1.6% 1.6%
Active Share 0.9% N/A
June 30, 2014
Portfolio Benchmark
N/A 698
$107,768.8 $106,550.7
$54,868.7 $53,355.2
18.6 18.7
17.0 17.0
13.5% 13.5%
12.5% 12.5%
2.9 2.9
2.0 2.0
1.7% 1.7%
1.4% N/A
December 31, 2013
Portfolio Benchmark
N/A 701
$104,185.0 $102,956.7
$52,333.5 $52,116.1
19.1 19.1
17.1 17.1
12.1% 12.2%
13.0% 13.0%
2.9 2.9
1.9 1.9
1.7% 1.7%
1.5% N/A
Returns Based Statistics (3 Year)
  September 30, 2014
  Portfolio Benchmark
Average Annual Return 23.67% 24.07%
Standard Deviation 10.92% 10.98%
Beta vs. Market 0.99 1.00
Excess Return -0.40% 0.00%
R-Squared 99.98% 100.00%
Tracking Error 0.15% 0.00%
Information Ratio -2.64 0.00
Sharpe Ratio 2.16 2.19
June 30, 2014
Portfolio Benchmark
17.14% 17.52%
12.52% 12.56%
1.00 1.00
-0.38% 0.00%
99.99% 100.00%
0.14% 0.00%
-2.64 0.00
1.36 1.39
December 31, 2013
Portfolio Benchmark
16.73% 17.07%
12.28% 12.31%
1.00 1.00
-0.35% 0.00%
99.99% 100.00%
0.12% 0.00%
-2.86 0.00
1.36 1.38
Sector Weights / Percentage of Holdings (ex-cash)
  September 30, 2014
  Portfolio Benchmark + / -
Consumer Disc. 15.16% 15.16% 0.01%
Consumer Staples 8.31% 8.32% -0.01%
Energy 2.38% 2.38% 0.00%
Financials 17.71% 17.71% 0.00%
Health Care 16.83% 16.83% -0.00%
Industrials 7.56% 7.56% -0.00%
Information Tech 27.75% 27.75% 0.00%
Materials 1.52% 1.52% -0.00%
Telecomm Services 1.88% 1.88% -0.00%
Utilities 0.89% 0.89% -0.00%
June 30, 2014
Portfolio Benchmark + / -
14.75% 14.73% 0.01%
8.71% 8.66% 0.05%
2.54% 2.54% 0.00%
18.12% 18.18% -0.06%
16.81% 16.75% 0.06%
8.13% 8.23% -0.10%
26.50% 26.37% 0.13%
1.60% 1.64% -0.04%
1.94% 1.94% -0.00%
0.91% 0.96% -0.05%
December 31, 2013
Portfolio Benchmark + / -
15.55% 15.47% 0.08%
8.83% 8.78% 0.05%
2.06% 2.08% -0.02%
18.42% 18.48% -0.07%
16.07% 16.08% -0.01%
8.32% 8.41% -0.09%
26.18% 26.04% 0.13%
1.50% 1.55% -0.04%
2.16% 2.16% 0.00%
0.92% 0.96% -0.04%
Top Ten Holdings / Percentage of Net Assets
September 30, 2014
APPLE INC 4.51%
MICROSOFT CORP 2.86%
JOHNSON + JOHNSON 2.24%
WELLS FARGO + CO 1.84%
JPMORGAN CHASE + CO 1.69%
PROCTER + GAMBLE CO/THE 1.69%
PFIZER INC 1.40%
AT+T INC 1.36%
BANK OF AMERICA CORP 1.34%
INTL BUSINESS MACHINES CORP 1.31%
Total 20.25%
June 30, 2014
APPLE INC 4.47%
MICROSOFT CORP 2.48%
JOHNSON + JOHNSON 2.34%
WELLS FARGO + CO 2.00%
JPMORGAN CHASE + CO 1.73%
PROCTER + GAMBLE CO/THE 1.68%
PFIZER INC W/D 1.51%
AT+T INC 1.45%
INTL BUSINESS MACHINES CORP 1.40%
MERCK + CO. INC. 1.34%
Total 20.40%
December 31, 2013
APPLE INC 4.16%
GOOGLE INC CL A 2.58%
MICROSOFT CORP 2.34%
JOHNSON + JOHNSON 2.15%
PROCTER + GAMBLE CO/THE 1.84%
JPMORGAN CHASE + CO 1.81%
WELLS FARGO + CO 1.80%
PFIZER INC 1.64%
INTL BUSINESS MACHINES CORP 1.58%
AT+T INC 1.53%
Total 21.44%
PERFORMANCE ATTRIBUTIONRelative to the Russell 1000 Index for the quarter ending 9/30/2014
Performance Attribution Chart
Latest Quarter Attribution

Sector
Portfolio
Average Weight
Benchmark
Average Weight
Portfolio
Return
Benchmark
Return
Sector
Selection
Stock
Selection
Total
Effect
Information Tech 27.00% 18.78% 4.21% 4.32% 0.30% -0.03% 0.27%
Financials 17.95% 16.85% 1.88% 1.48% 0.01% 0.07% 0.07%
Health Care 17.04% 13.23% 5.36% 5.24% 0.17% 0.02% 0.20%
Consumer Disc. 14.85% 12.42% 0.59% 0.07% -0.01% 0.08% 0.07%
Consumer Staples 8.60% 8.65% 1.42% 1.60% -0.00% -0.02% -0.02%
Industrials 7.83% 11.15% -4.57% -2.14% 0.09% -0.19% -0.10%
Energy 2.37% 9.77% -11.67% -8.52% 0.70% -0.08% 0.62%
Telecomm Services 1.94% 2.31% 3.08% 2.45% -0.01% 0.01% 0.01%
Materials 1.56% 3.82% -0.99% -0.79% 0.03% -0.00% 0.03%
Utilities 0.86% 3.02% -5.10% -4.39% 0.12% -0.00% 0.11%
Total 100.00% 100.00% 1.91% 0.65% 1.41% -0.15% 1.26%
Top 10 Stock Contributors to Relative Return
Company Sector Impact
Apple Inc. Information Tech 0.14%
Exxon Mobil Corporation Energy 0.14%
Gilead Sciences, Inc. Health Care 0.11%
Schlumberger NV Energy 0.11%
Chevron Corporation Energy 0.10%
Microsoft Corporation Information Tech 0.09%
Intel Corporation Information Tech 0.06%
ConocoPhillips Energy 0.06%
Bank of America Corporation Financials 0.05%
Amgen Inc. Health Care 0.05%
Top 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Energy Underweight 0.70%
Information Tech Overweight 0.30%
Health Care Overweight 0.17%
 
Top 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Apple Inc. Information Tech 0.40%
Microsoft Corporation Information Tech 0.30%
Gilead Sciences, Inc. Health Care 0.29%
Intel Corporation Information Tech 0.16%
Bank of America Corporation Financials 0.14%
Bottom 10 Stock Contributors to Relative Return
Company Sector Impact
Berkshire Hathaway Inc. Class B Financials -0.10%
Facebook, Inc. Class A Information Tech -0.07%
Altria Group, Inc. Consumer Staples -0.04%
Union Pacific Corporation Industrials -0.04%
Walgreen Co. Consumer Staples -0.04%
Celgene Corporation Health Care -0.03%
EOG Resources, Inc. Energy -0.03%
Lockheed Martin Corporation Industrials -0.03%
E. I. du Pont de Nemours and Company Materials -0.03%
Ford Motor Company Consumer Disc. -0.03%
Bottom 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Consumer Disc. Overweight -0.01%
Telecomm Services Underweight -0.01%
Consumer Staples Underweight -0.00%
 
Bottom 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Walgreen Co. Consumer Staples -0.10%
EOG Resources, Inc. Energy -0.08%
Ford Motor Company Consumer Disc. -0.07%
QUALCOMM Incorporated Information Tech -0.05%
American Express Company Financials -0.05%
PERFORMANCE ATTRIBUTIONRelative to the Russell 1000 Index for the period ending 9/30/2014
Performance Attribution Chart
Year-To-Date Attribution

Sector
Portfolio
Average Weight
Benchmark
Average Weight
Portfolio
Return
Benchmark
Return
Sector
Selection
Stock
Selection
Total
Effect
Information Tech 26.48% 18.36% 12.72% 13.13% 0.41% -0.11% 0.30%
Financials 18.23% 16.94% 4.66% 7.12% -0.01% -0.48% -0.49%
Health Care 16.87% 13.06% 16.03% 16.54% 0.30% -0.07% 0.24%
Consumer Disc. 14.97% 12.75% 1.45% 1.30% -0.13% 0.02% -0.11%
Consumer Staples 8.72% 8.78% 6.58% 7.16% 0.00% -0.04% -0.04%
Industrials 8.03% 11.26% 0.26% 2.03% 0.19% -0.13% 0.06%
Energy 2.33% 9.75% 8.58% 4.24% 0.23% 0.11% 0.34%
Telecomm Services 1.94% 2.28% 10.42% 6.61% -0.01% 0.07% 0.07%
Materials 1.56% 3.78% 6.87% 8.06% -0.00% -0.02% -0.02%
Utilities 0.87% 3.03% 9.61% 13.00% -0.10% -0.02% -0.12%
Total 100.00% 100.00% 8.18% 7.97% 0.87% -0.67% 0.22%
Top 10 Stock Contributors to Relative Return
Company Sector Impact
Apple Inc. Information Tech 0.30%
Exxon Mobil Corporation Energy 0.29%
General Electric Company Industrials 0.21%
Microsoft Corporation Information Tech 0.13%
Gilead Sciences, Inc. Health Care 0.12%
Chevron Corporation Energy 0.12%
Intel Corporation Information Tech 0.11%
Johnson & Johnson Health Care 0.09%
United Technologies Corporation Industrials 0.07%
Boeing Company Industrials 0.07%
Top 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Information Tech Overweight 0.41%
Health Care Overweight 0.30%
Energy Underweight 0.23%
 
Top 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Apple Inc. Information Tech 1.14%
Microsoft Corporation Information Tech 0.61%
Johnson & Johnson Health Care 0.42%
Gilead Sciences, Inc. Health Care 0.40%
Intel Corporation Information Tech 0.39%
Bottom 10 Stock Contributors to Relative Return
Company Sector Impact
Facebook, Inc. Class A Information Tech -0.15%
Amazon.com, Inc. Consumer Disc. -0.12%
Berkshire Hathaway Inc. Class B Financials -0.09%
Union Pacific Corporation Industrials -0.09%
Actavis Plc Health Care -0.06%
Altria Group, Inc. Consumer Staples -0.06%
Williams Companies, Inc. Energy -0.05%
LyondellBasell Industries NV Materials -0.05%
Pfizer Inc. Health Care -0.05%
Forest Laboratories, Inc. Health Care -0.05%
Bottom 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Consumer Disc. Overweight -0.13%
Utilities Underweight -0.10%
Financials Overweight -0.01%
 
Bottom 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Amazon.com, Inc. Consumer Disc. -0.25%
MasterCard Incorporated Class A Information Tech -0.08%
Whole Foods Market, Inc. Consumer Staples -0.06%
Mattel, Inc. Consumer Disc. -0.05%
Eaton Corp. Plc Industrials -0.04%
PERFORMANCE ATTRIBUTIONRelative to the Russell 1000 Index for the period ending 9/30/2014
Performance Attribution Chart
1-Year Attribution

Sector
Portfolio
Average Weight
Benchmark
Average Weight
Portfolio
Return
Benchmark
Return
Sector
Selection
Stock
Selection
Total
Effect
Information Tech 26.29% 18.22% 26.94% 27.45% 0.60% -0.12% 0.48%
Financials 18.30% 16.99% 17.64% 17.30% -0.02% 0.07% 0.05%
Health Care 16.73% 12.95% 27.46% 28.09% 0.30% -0.07% 0.23%
Consumer Disc. 15.12% 12.89% 11.53% 12.05% -0.13% -0.08% -0.20%
Consumer Staples 8.81% 8.87% 15.72% 16.48% 0.01% -0.04% -0.04%
Industrials 8.07% 11.26% 12.59% 15.62% 0.09% -0.21% -0.12%
Energy 2.30% 9.77% 11.85% 12.55% 0.41% -0.01% 0.40%
Telecomm Services 1.97% 2.25% 16.68% 14.27% -0.00% 0.04% 0.04%
Materials 1.55% 3.76% 16.20% 19.20% -0.00% -0.04% -0.04%
Utilities 0.87% 3.03% 12.77% 15.92% 0.07% -0.02% 0.06%
Total 100.00% 100.00% 19.88% 19.01% 1.33% -0.48% 0.87%
Top 10 Stock Contributors to Relative Return
Company Sector Impact
Apple Inc. Information Tech 0.41%
Chevron Corporation Energy 0.22%
Gilead Sciences, Inc. Health Care 0.16%
Microsoft Corporation Information Tech 0.15%
Google Inc. Class A Information Tech 0.15%
Philip Morris International Inc. Consumer Staples 0.14%
Intel Corporation Information Tech 0.13%
Exxon Mobil Corporation Energy 0.11%
United Technologies Corporation Industrials 0.10%
General Electric Company Industrials 0.09%
Top 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Information Tech Overweight 0.60%
Energy Underweight 0.41%
Health Care Overweight 0.30%
 
Top 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Apple Inc. Information Tech 1.93%
Microsoft Corporation Information Tech 0.95%
Google Inc. Class A Information Tech 0.78%
Gilead Sciences, Inc. Health Care 0.59%
Johnson & Johnson Health Care 0.58%
Bottom 10 Stock Contributors to Relative Return
Company Sector Impact
Facebook, Inc. Class A Information Tech -0.14%
International Business Machines Corporation Information Tech -0.08%
Union Pacific Corporation Industrials -0.08%
Altria Group, Inc. Consumer Staples -0.07%
Actavis Plc Health Care -0.07%
Forest Laboratories, Inc. Health Care -0.07%
Pfizer Inc. Health Care -0.06%
Ford Motor Company Consumer Disc. -0.06%
Citigroup Inc. Financials -0.05%
Dow Chemical Company Materials -0.05%
Bottom 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Consumer Disc. Overweight -0.13%
Financials Overweight -0.02%
Telecomm Services Underweight -0.00%
 
Bottom 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Whole Foods Market, Inc. Consumer Staples -0.07%
Ford Motor Company Consumer Disc. -0.05%
LinkedIn Corporation Class A Information Tech -0.04%
Comcast Corporation Class A Consumer Disc. -0.04%
Avon Products, Inc. Consumer Staples -0.03%

Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall. An index fund has operating expenses; a market index does not. An index fund has operating expenses; a market index does not. Although expected to track its target index as closely as possible while satisfying its investment criteria, the Fund will not be able to match the performance of the index exactly. It is not possible to invest directly in an index. Large-cap companies may be unable to respond quickly to new competitive challenges, such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during periods of economic expansion.

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