Calvert for Institutional Investors
Mutual Fund Performance

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Fund Prices
as of 8/26/2014
Return
(as of 8/26/2014)
Average Annual Total Returns
(for period ending 7/31/2014)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
I Shares
(No Charge)
33.99 0.01 0.03 7.08 -0.86 12.04 11.21 11.83 6.19 4.29 2/26/1999

Important Performance Disclosure

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.

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.

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