Interactive Tools

Interactive Tools

  • tool-advisor-finder

    Find an Advisor

    Choosing a financial advisor can be as important as choosing a physician, a lawyer, or an architect. Calvert's Advisor Finder Service® can help you find an investment professional who may meet your needs.

  • tool-calvert_social_index

    Calvert Social Index®

    View all the companies in the Calvert Social Index®, a free float-adjusted, market capitalization weighted index that measures the performance of large and mid-cap US-based companies.

  • products-hypo-thumb

    Hypothetical Investment in Calvert Funds

    See how a hypothetical $10,000 investment performs over time.

  • tool-asset-allocation

    Asset Allocator

    Asset allocation can be a critical factor in determining your portfolio's long-term return, especially in volatile markets. Our Asset Allocator can give you a basic idea of what your optimal portfolio may be.

  • tool-retirement-calc

    Retirement Planner

    More and more people look forward to their retirement years as a chance to focus on the activities which make life worth living. Our Retirement Planner can help you learn whether you will have what you need.

  • tool-savings_calc

    Retirement Savings Calculator

    Even small additions to your savings add up over time. This calculator demonstrates how to put a savings strategy to work for you.

  • tool-roth_vs_tradition

    Roth Vs. Traditional IRA Planner

    Which IRA is right for you? Use this calculator to find out.

  • college3

    College Savings Calculator

    Use this calculator to help develop or fine-tune your education savings plan.

E400 (03/09)