PERFORMANCE Average Annual Returns (%) for Period Ended 12/31/2014
  QTR YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS SINCE
INCEPTION
INCEPTION
DATE
A Shares (NAV) 5.92 13.75 13.75 21.38 15.03 6.68 2.72 6/30/2000
Calvert Social Index 6.19 14.77 14.77 22.49 15.99 7.75 3.68  
Lipper Multi-Cap Core Funds Average 4.38 9.98 9.98 19.23 13.91 7.18 5.99  
Characteristics
  December 31, 2014
  Portfolio Benchmark
Number of Holdings 729 728
W. Avg Cap. (mils) $125,881.5 $124,129.4
W. Median Cap (mils) $67,011.2 $63,059.7
P/E 1-year trailing 19.4 19.4
P/E 1-year forward 18.0 18.0
EPS Growth, past 3 years 13.9% 13.9%
EPS Growth, next 3 - 5 years 12.5% 12.5%
Price to Book 3.0 3.0
Price to Sales 2.1 2.1
Dividend Yield 1.6% 1.6%
Active Share 1.4% N/A
September 30, 2014
Portfolio Benchmark
727 726
$122,723.9 $122,742.0
$59,566.1 $59,566.1
19.3 19.3
17.1 17.1
12.9% 12.9%
12.9% 12.9%
2.9 2.9
2.1 2.1
1.6% 1.6%
0.9% N/A
December 31, 2013
Portfolio Benchmark
701 701
$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)
  December 31, 2014
  Portfolio Benchmark
Average Annual Return 21.37% 22.49%
Standard Deviation 9.70% 9.78%
Beta vs. Market 0.99 1.00
Excess Return -1.11% 0.00%
R-Squared 99.98% 100.00%
Tracking Error 0.17% 0.00%
Information Ratio -6.62 0.00
Sharpe Ratio 2.20 2.29
September 30, 2014
Portfolio Benchmark
22.97% 24.07%
10.89% 10.98%
0.99 1.00
-1.10% 0.00%
99.98% 100.00%
0.17% 0.00%
-6.43 0.00
2.10 2.19
December 31, 2013
Portfolio Benchmark
16.08% 17.07%
12.25% 12.31%
0.99 1.00
-1.00% 0.00%
99.99% 100.00%
0.15% 0.00%
-6.78 0.00
1.31 1.38
Sector Weights / Percentage of Holdings (ex-cash)
  December 31, 2014
  Portfolio Benchmark + / -
Consumer Disc. 15.61% 15.50% 0.10%
Consumer Staples 8.54% 8.51% 0.03%
Energy 1.90% 1.92% -0.02%
Financials 17.60% 17.68% -0.08%
Health Care 16.89% 16.87% 0.03%
Industrials 7.66% 7.73% -0.07%
Information Tech 27.70% 27.61% 0.09%
Materials 1.49% 1.53% -0.04%
Telecomm Services 1.71% 1.71% 0.00%
Utilities 0.90% 0.94% -0.04%
September 30, 2014
Portfolio Benchmark + / -
15.16% 15.16% 0.01%
8.31% 8.32% -0.01%
2.38% 2.38% 0.00%
17.71% 17.71% 0.00%
16.83% 16.83% -0.00%
7.56% 7.56% -0.00%
27.75% 27.75% 0.00%
1.52% 1.52% -0.00%
1.88% 1.88% -0.00%
0.89% 0.89% -0.00%
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
December 31, 2014
APPLE INC 4.70%
MICROSOFT CORP 2.77%
JOHNSON + JOHNSON 2.10%
WELLS FARGO + CO 1.85%
PROCTER + GAMBLE CO/THE 1.78%
JPMORGAN CHASE + CO 1.67%
PFIZER INC 1.41%
BANK OF AMERICA CORP 1.36%
INTEL CORP 1.29%
AT+T INC 1.26%
Total 20.16%
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%
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 12/31/2014
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 27.68% 19.00% 5.21% 4.92% 0.00% 0.09% 0.09%
Financials 17.57% 17.23% 6.27% 7.41% 0.01% -0.20% -0.19%
Health Care 17.12% 13.94% 6.88% 7.84% 0.10% -0.16% -0.05%
Consumer Disc. 15.25% 12.38% 8.77% 8.43% 0.10% 0.05% 0.15%
Consumer Staples 8.51% 8.97% 8.92% 8.29% -0.01% 0.05% 0.04%
Industrials 7.62% 11.13% 8.83% 6.73% -0.07% 0.16% 0.09%
Energy 2.08% 8.33% -17.04% -12.22% 1.14% -0.11% 1.03%
Telecomm Services 1.80% 2.24% -2.70% -4.24% 0.04% 0.03% 0.07%
Materials 1.47% 3.62% 3.74% -1.12% 0.14% 0.08% 0.21%
Utilities 0.90% 3.16% 12.88% 12.67% -0.16% 0.01% -0.16%
Total 100.00% 100.00% 6.18% 4.88% 1.30% -0.01% 1.30%
Top 10 Stock Contributors to Relative Return
Company Sector Impact
Schlumberger NV Energy 0.13%
Halliburton Company Energy 0.12%
Exxon Mobil Corporation Energy 0.11%
Chevron Corporation Energy 0.11%
Verizon Communications Inc. Telecomm Services 0.10%
Apple Inc. Information Tech 0.09%
LyondellBasell Industries NV Materials 0.07%
Apache Corporation Energy 0.07%
General Electric Company Industrials 0.06%
Occidental Petroleum Corporation Energy 0.06%
Top 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Energy Underweight 1.14%
Materials Underweight 0.14%
Health Care Overweight 0.10%
 
Top 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Apple Inc. Information Tech 0.50%
Visa Inc. Class A Information Tech 0.19%
Procter & Gamble Company Consumer Staples 0.17%
CVS Health Corporation Consumer Staples 0.15%
Home Depot, Inc. Consumer Disc. 0.14%
Bottom 10 Stock Contributors to Relative Return
Company Sector Impact
International Business Machines Corporation Information Tech -0.09%
Oracle Corporation Information Tech -0.08%
Gilead Sciences, Inc. Health Care -0.07%
Google Inc. Class A Information Tech -0.07%
Google Inc. Class C Information Tech -0.06%
American Airlines Group, Inc. Industrials -0.06%
UnitedHealth Group Incorporated Health Care -0.05%
Celgene Corporation Health Care -0.05%
Johnson & Johnson Health Care -0.05%
Berkshire Hathaway Inc. Class B Financials -0.05%
Bottom 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Utilities Underweight -0.16%
Industrials Underweight -0.07%
Consumer Staples Underweight -0.01%
 
Bottom 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
International Business Machines Corporation Information Tech -0.23%
Google Inc. Class A Information Tech -0.14%
Gilead Sciences, Inc. Health Care -0.13%
Google Inc. Class C Information Tech -0.12%
Netflix, Inc. Consumer Disc. -0.06%
PERFORMANCE ATTRIBUTIONRelative to the Russell 1000 Index for the period ending 12/31/2014
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 26.76% 18.51% 18.57% 18.66% 0.44% -0.03% 0.42%
Financials 18.08% 17.03% 11.21% 15.04% 0.00% -0.71% -0.70%
Health Care 16.93% 13.28% 24.02% 25.68% 0.43% -0.22% 0.21%
Consumer Disc. 15.03% 12.63% 10.35% 9.86% -0.04% 0.08% 0.05%
Consumer Staples 8.67% 8.83% 16.08% 16.05% -0.01% 0.01% 0.01%
Industrials 7.95% 11.25% 9.24% 8.96% 0.13% 0.03% 0.17%
Energy 2.26% 9.39% -9.92% -8.50% 1.39% 0.01% 1.40%
Telecomm Services 1.91% 2.27% 7.45% 2.09% 0.04% 0.11% 0.16%
Materials 1.54% 3.74% 10.87% 6.85% 0.14% 0.06% 0.20%
Utilities 0.88% 3.07% 23.73% 27.31% -0.27% -0.01% -0.28%
Total 100.00% 100.00% 14.87% 13.24% 2.25% -0.67% 1.63%
Top 10 Stock Contributors to Relative Return
Company Sector Impact
Exxon Mobil Corporation Energy 0.42%
Apple Inc. Information Tech 0.41%
General Electric Company Industrials 0.29%
Chevron Corporation Energy 0.24%
Intel Corporation Information Tech 0.12%
Verizon Communications Inc. Telecomm Services 0.12%
Philip Morris International Inc. Consumer Staples 0.11%
Microsoft Corporation Information Tech 0.10%
Freeport-McMoRan, Inc. Materials 0.09%
Boeing Company Industrials 0.09%
Top 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Energy Underweight 1.39%
Information Tech Overweight 0.44%
Health Care Overweight 0.43%
 
Top 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Apple Inc. Information Tech 1.71%
Microsoft Corporation Information Tech 0.68%
Intel Corporation Information Tech 0.47%
Wells Fargo & Company Financials 0.44%
Johnson & Johnson Health Care 0.41%
Bottom 10 Stock Contributors to Relative Return
Company Sector Impact
Facebook, Inc. Class A Information Tech -0.18%
Amazon.com, Inc. Consumer Disc. -0.16%
Berkshire Hathaway Inc. Class B Financials -0.14%
Union Pacific Corporation Industrials -0.13%
International Business Machines Corporation Information Tech -0.12%
UnitedHealth Group Incorporated Health Care -0.08%
Google Inc. Class C Information Tech -0.08%
Google Inc. Class A Information Tech -0.08%
Altria Group, Inc. Consumer Staples -0.08%
Actavis Plc Health Care -0.07%
Bottom 3 Sector Contributors to Relative Return
Sector Relative Weight Impact
Utilities Underweight -0.27%
Consumer Disc. Overweight -0.04%
Consumer Staples Underweight -0.01%
 
Bottom 5 Stock Contributors to Absolute Return
Stock Name Sector Contribution
Amazon.com, Inc. Consumer Disc. -0.31%
International Business Machines Corporation Information Tech -0.18%
Google Inc. Class C Information Tech -0.11%
Mattel, Inc. Consumer Disc. -0.05%
3D Systems Corporation Information Tech -0.04%

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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