PERFORMANCE Average Annual Returns (%) for Period Ended 3/31/2014
  QTR YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS SINCE
INCEPTION
INCEPTION
DATE
I Shares 1.73 1.73 24.19 15.63 22.19 6.70 2.52 6/30/2000
Calvert Social Index 1.77 1.77 24.62 15.98 22.54 7.21 2.98  
Lipper Multi-Cap Core Funds Average 1.86 1.86 22.19 12.63 20.60 7.25 5.48  
Characteristics
  March 31, 2014
  Portfolio Benchmark
Number of Holdings N/A 699
W. Avg Cap. (mils) $104,506.2 $103,428.0
W. Median Cap (mils) $55,299.2 $52,558.6
P/E 1-year trailing 18.3 18.3
P/E 1-year forward 16.5 16.5
EPS Growth, past 3 years 14.1% 13.7%
EPS Growth, next 3 - 5 years 12.8% 12.8%
Price to Book 2.8 2.8
Price to Sales 1.9 1.9
Dividend Yield 1.7% 1.7%
Active Share 1.2% 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
December 31, 2012
Portfolio Benchmark
N/A 675
$91,708.0 $90,673.2
$36,812.1 $35,202.2
14.8 14.9
14.2 14.2
25.5% 25.4%
12.8% 12.9%
2.3 2.3
1.5 1.5
1.9% 1.9%
43.9% N/A
Returns Based Statistics (3 Year)
  March 31, 2014
  Portfolio Benchmark
Average Annual Return 15.63% 15.98%
Standard Deviation 12.65% 12.70%
Beta vs. Market 1.00 1.00
Excess Return -0.35% 0.00%
R-Squared 99.99% 100.00%
Tracking Error 0.13% 0.00%
Information Ratio -2.60 0.00
Sharpe Ratio 1.23 1.25
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
December 31, 2012
Portfolio Benchmark
10.23% 10.46%
15.71% 15.68%
1.00 1.00
-0.23% 0.00%
99.99% 100.00%
0.13% 0.00%
-1.80 0.00
0.65 0.66
Sector Weights / Percentage of Holdings (ex-cash)
  March 31, 2014
  Portfolio Benchmark + / -
Consumer Disc. 14.94% 14.95% -0.01%
Consumer Staples 8.71% 8.70% 0.00%
Energy 2.25% 2.08% 0.18%
Financials 18.68% 18.77% -0.09%
Health Care 16.84% 16.73% 0.11%
Industrials 8.04% 8.18% -0.14%
Information Tech 26.13% 26.09% 0.05%
Materials 1.57% 1.63% -0.06%
Telecomm Services 1.95% 1.95% 0.01%
Utilities 0.88% 0.92% -0.04%
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%
December 31, 2012
Portfolio Benchmark + / -
13.32% 13.40% -0.07%
10.43% 10.34% 0.09%
2.25% 2.30% -0.04%
17.56% 17.47% 0.09%
11.87% 11.86% 0.01%
8.46% 8.55% -0.10%
30.17% 30.11% 0.06%
1.63% 1.65% -0.02%
3.26% 3.23% 0.03%
1.06% 1.10% -0.04%
PERFORMANCE ATTRIBUTIONRelative to the Russell 1000 Index for the quarter ending 3/31/2014
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 26.14% 18.31% 1.79% 2.31% 0.02% -0.14% -0.12%
Financials 18.50% 17.05% 1.71% 2.98% 0.01% -0.24% -0.22%
Health Care 16.81% 13.09% 5.94% 5.86% 0.14% 0.02% 0.15%
Consumer Disc. 15.27% 13.17% -2.15% -2.03% -0.08% -0.02% -0.10%
Consumer Staples 8.67% 8.77% 0.92% 0.58% 0.00% 0.03% 0.03%
Industrials 8.16% 11.32% -0.04% 0.48% 0.05% -0.04% 0.00%
Energy 2.21% 9.45% 7.22% 1.48% 0.05% 0.13% 0.18%
Telecomm Services 1.88% 2.14% 2.36% -0.05% -0.01% 0.04% 0.04%
Materials 1.51% 3.73% 2.85% 3.22% -0.03% -0.01% -0.03%
Utilities 0.84% 2.97% 6.39% 9.69% -0.16% -0.03% -0.18%
Total 100.00% 100.00% 1.79% 2.05% 0.00% -0.26% -0.26%
Top 10 Stock Contributors to Relative Return
Company Sector Impact
General Electric Company Industrials 0.14%
Exxon Mobil Corporation Energy 0.12%
Chevron Corporation Energy 0.08%
Celgene Corporation Health Care 0.07%
Microsoft Corporation Information Tech 0.06%
Wells Fargo & Company Financials 0.05%
Merck & Co., Inc. Health Care 0.05%
Philip Morris International Inc. Consumer Staples 0.05%
Boeing Company Industrials 0.05%
Johnson & Johnson Health Care 0.05%
Top 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Health Care Overweight 0.14%
Energy Underweight 0.05%
Industrials Underweight 0.05%
 
Top 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Microsoft Corporation Information Tech 0.24%
Merck & Co., Inc. Health Care 0.19%
Wells Fargo & Company Financials 0.18%
Johnson & Johnson Health Care 0.17%
Bank of America Corporation Financials 0.15%
Bottom 10 Stock Contributors to Relative Return
Company Sector Impact
Apple Inc. Information Tech -0.09%
Amazon.com, Inc. Consumer Disc. -0.08%
Citigroup Inc. Financials -0.05%
Facebook, Inc. Class A Information Tech -0.05%
Forest Laboratories, Inc. Health Care -0.04%
Union Pacific Corporation Industrials -0.04%
Schlumberger NV Energy -0.04%
Oracle Corporation Information Tech -0.04%
Coca-Cola Company Consumer Staples -0.04%
Berkshire Hathaway Inc. Class B Financials -0.04%
Bottom 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Utilities Underweight -0.16%
Consumer Disc. Overweight -0.08%
Materials Underweight -0.03%
 
Bottom 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Amazon.com, Inc. Consumer Disc. -0.20%
Apple Inc. Information Tech -0.17%
Citigroup Inc. Financials -0.12%
MasterCard Incorporated Class A Information Tech -0.08%
Coca-Cola Company Consumer Staples -0.08%
PERFORMANCE ATTRIBUTIONRelative to the Russell 1000 Index for the period ending 3/31/2014
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 26.77% 17.72% 24.85% 26.43% 0.26% -0.35% -0.09%
Financials 18.31% 17.17% 27.66% 22.23% 0.00% 0.91% 0.91%
Consumer Disc. 15.66% 13.03% 26.56% 25.95% 0.17% 0.12% 0.29%
Health Care 14.57% 12.68% 31.26% 29.75% 0.13% 0.18% 0.31%
Consumer Staples 9.45% 9.34% 11.16% 11.31% -0.01% 0.01% -0.00%
Industrials 8.21% 11.10% 25.76% 27.38% -0.12% -0.11% -0.23%
Telecomm Services 2.27% 2.31% 5.20% 5.32% -0.01% -0.03% -0.04%
Energy 2.27% 9.81% 27.77% 15.45% 0.52% 0.28% 0.80%
Materials 1.55% 3.70% 25.13% 22.29% 0.02% 0.05% 0.07%
Utilities 0.93% 3.15% 9.86% 10.04% 0.29% 0.01% 0.31%
Total 100.00% 100.00% 24.64% 22.31% 1.25% 1.06% 2.33%
Top 10 Stock Contributors to Relative Return
Company Sector Impact
Exxon Mobil Corporation Energy 0.27%
Philip Morris International Inc. Consumer Staples 0.26%
Chevron Corporation Energy 0.25%
Microsoft Corporation Information Tech 0.20%
Verizon Communications Inc. Telecomm Services 0.15%
Google Inc. Class A Information Tech 0.15%
Pfizer Inc. Health Care 0.13%
Wal-Mart Stores, Inc. Consumer Staples 0.12%
Wells Fargo & Company Financials 0.10%
General Electric Company Industrials 0.09%
Top 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Energy Underweight 0.52%
Utilities Underweight 0.29%
Information Tech Overweight 0.26%
 
Top 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Microsoft Corporation Information Tech 1.07%
Apple Inc. Information Tech 0.96%
Google Inc. Class A Information Tech 0.92%
Wells Fargo & Company Financials 0.69%
Johnson & Johnson Health Care 0.58%
Bottom 10 Stock Contributors to Relative Return
Company Sector Impact
Facebook, Inc. Class A Information Tech -0.30%
International Business Machines Corporation Information Tech -0.27%
AT&T Inc. Telecomm Services -0.17%
Coca-Cola Company Consumer Staples -0.14%
Boeing Company Industrials -0.11%
Procter & Gamble Company Consumer Staples -0.10%
Citigroup Inc. Financials -0.09%
Actavis Plc Health Care -0.08%
McDonald's Corporation Consumer Disc. -0.08%
UnitedHealth Group Incorporated Health Care -0.08%
Bottom 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Industrials Underweight -0.12%
Consumer Staples Overweight -0.01%
Telecomm Services Underweight -0.01%
 
Bottom 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
International Business Machines Corporation Information Tech -0.28%
Citigroup Inc. Financials -0.04%
Target Corporation Consumer Disc. -0.04%
Intuitive Surgical, Inc. Health Care -0.03%
Citrix Systems, Inc. Information Tech -0.03%

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