The University of Washington and Calvert are pleased to offer Calvert mutual funds to University of Washington Tax-Deferred 403(b) Plan participants. If you have questions or would like more information about Calvert funds available through your University of Washington plan, call 800.368.2745. A Calvert investor representative will be happy to help you.
Calvert Informational Flyer (PDF)
Online Services
Current participants can apply and make changes online at the UW Human Resources Web site, Voluntary Investment Program section. Once logged on, look for the Calvert Group link. If you have not already established a Calvert account, please complete and submit the Calvert application.
- Investment Application form
- Custodial Agreement
- Transfer Request form
- Designation or Change of Beneficiary Form
Mutual Fund Options
Money Market
- Calvert Social Investment Fund (CSIF) Money Market Portfolio | (prospectus)
- Calvert First Government Money Market Fund | (prospectus)
Fixed Income
- CSIF Bond Portfolio | (prospectus)
- Calvert Income Fund | (prospectus)
- Calvert Long-Term Income Fund | (prospectus)
- Calvert Short Duration Income Fund | (prospectus)
- Calvert Ultra-Short Income Fund | (prospectus)
Asset Allocation
- Calvert Aggressive Allocation Fund | (prospectus)
- Calvert Conservative Allocation Fund | (prospectus)
- Calvert Moderate Allocation Fund | (prospectus)
- CSIF Balanced Portfolio | (prospectus)
Equity
- Calvert Capital Accumulation Fund | (prospectus)
- CSIF Enhanced Equity Portfolio | (prospectus)
- CSIF Equity Portfolio | (prospectus)
- Calvert Global Alternative Energy Fund | (prospectus)
- Calvert International Opportunities Fund | (prospectus)
- Calvert Large Cap Growth Fund | (prospectus)
- Calvert Mid Cap Value Fund | (prospectus)
- Calvert New Vision Small Cap Fund | (prospectus)
- Calvert Small Cap Value Fund | (prospectus)
- Calvert Social Index Fund | (prospectus)
- Calvert World Values International Equity Fund | (prospectus)
F405 (11/08)
