Calvert for Institutional Investors
Mutual Fund Performance

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Fund Prices
as of 3/4/2015
Return
(as of 3/4/2015)
Average Annual Total Returns
(for period ending 2/28/2015)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
35.04 -0.08 -0.23 1.95 2.15 11.08 11.33 11.23 6.17 4.58 2/26/1999

Important Performance Disclosure

Calvert Investments does not provide tax advice, and nothing on this site should be construed as tax advice. Before acting on any such information, consult your own accountant or tax advisor.

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member FINRA and subsidiary of Calvert Investments, Inc.

For more information on any Calvert fund, please contact your financial advisor, call Calvert at 800.368.2748, or download a free summary prospectus and/or prospectus. An institutional investor should call Calvert at 800.327.2109. An investor should consider the investment objectives, risks, charges and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest or send money.

From June 30, 2003 to December 27, 2004, there were no Class I shareholders in Calvert Balanced Portfolio. Performance results for the Fund during this period reflect the performance of Class A shares at NAV (i.e., without deduction of any front-end sales charge). Actual Class I share performance would have been higher than Class A share performance because Class has lower class-specific expenses than Class A.

The Fund also shows the Balanced Composite Benchmark (60% Russell 1000 Index; 40% Barclays U.S. Credit Index) because it is more consistent with the Fund's portfolio construction process and represents a more accurate reflection of the Fund's anticipated risk and return patterns.

I101 (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.

This site intended for citizens and permanent residents of the United States of America.