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)

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.