Investment Process Pieces 

Investment Process - Asset Allocation Funds Overview thumbnail image.

Investment Process - Asset Allocation Funds Overview

An overview of target asset allocations for Calvert Conservative, Moderate, and Aggressive Asset Allocation Funds.

Date: 4/28/2014 | Lit #IP10962 | FINRA Letter
PDF icon 409 KB  | Envelope icon
Investment Process - Calvert Bond Portfolio thumbnail image.

Investment Process - Calvert Bond Portfolio

This piece defines Calvert Investment Management, Inc.'s four-tiered management strategy.

Date: 3/31/2013 | Lit #IP10916 | FINRA Letter
PDF icon 290 KB  | Envelope icon
Investment Process - Calvert Capital Accumulation Portfolio thumbnail image.

Investment Process - Calvert Capital Accumulation Portfolio

This profile outlines the Calvert Capital Accumulation Fund advisor's investment process and strategy.

Date: 3/12/2012 | Lit #IP10914 | FINRA Letter
PDF icon 161 KB  | Envelope icon
Investment Process - Calvert Emerging Markets Equity Fund thumbnail image.

Investment Process - Calvert Emerging Markets Equity Fund

A core emerging markets fund with a focus on sustainable businesses.

Date: 12/31/2012 | Lit #IP11068
PDF icon 226 KB  | Envelope icon
Investment Process - Calvert Equity Portfolio thumbnail image.

Investment Process - Calvert Equity Portfolio

This profile outlines Calvert Equity Portfolio's investment process and strategy as managed by portfolio manager Atlanta Capital Management.

Date: 2/28/2013 | Lit #IP10919 | FINRA Letter
PDF icon 335 KB  | Envelope icon
Investment Process - Calvert Global Energy Solutions Fund thumbnail image.

Investment Process - Calvert Global Energy Solutions Fund

Calvert Global Energy Solutions Fund is a thematic, all-market-cap global equity fund that invests in non-U.S. and U.S. stocks involved in renewable energy, utilities, and energy efficiency. Kleinwort Benson Investors International Ltd. (KBI) of Dublin, Ireland manages the fund.

Date: 2/11/2015 | Lit #IP10971 | FINRA Letter
PDF icon 313 KB  | Envelope icon
Investment Process - Calvert Global Water Fund thumbnail image.

Investment Process - Calvert Global Water Fund

Calvert Global Water Fund is an all-market-cap, water sector mutual fund that invests in non-U.S. and U.S. stocks. Calvert subadvisor Kleinwort Benson Investors International Ltd (KBI) OF Dublin, Ireland manages the fund.

Date: 6/30/2013 | Lit #IP10973 | FINRA Letter
PDF icon 356 KB  | Envelope icon
Investment Process - Calvert High Yield Bond Fund thumbnail image.

Investment Process - Calvert High Yield Bond Fund

Calvert High-Yield Bond Fund is managed by Calvert Investment Management, Inc. The Fund primarily seeks a high current income through investments in high-yield bonds (sometimes called "junk bonds") with intermediate maturities.

Date: 4/1/2013 | Lit #IP10980 | FINRA Letter
PDF icon 210 KB  | Envelope icon
Investment Process - Calvert Income Funds: Short Duration Income, Income and Long-Term Income thumbnail image.

Investment Process - Calvert Income Funds: Short Duration Income, Income and Long-Term Income

This piece defines Calvert Investment Management, Inc.'s investment strategies for these long-term, intermediate-term, investment-grade bond and short-term corporate bond funds.

Date: 3/31/2013 | Lit #IP10923 | FINRA Letter
PDF icon 334 KB  | Envelope icon
Investment Process - Calvert International Opportunities Fund thumbnail image.

Investment Process - Calvert International Opportunities Fund

Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets.

Date: 11/8/2011 | Lit #IP10972 | FINRA Letter
PDF icon 188 KB  | Envelope icon
Investment Process - Calvert Large Cap Core Portfolio thumbnail image.

Investment Process - Calvert Large Cap Core Portfolio

Calvert Investment Management, Inc. combines insights from quantitative models and fundamental research to select stocks for Calvert Large Cap Core Portfolio.

Date: 12/31/2012 | Lit #IP10910 | FINRA Letter
PDF icon 303 KB  | Envelope icon
Investment Process - Calvert Tax-Free Bond Fund thumbnail image.

Investment Process - Calvert Tax-Free Bond Fund

This investment process piece contains an explanation of the techniques and strategies that portfolio manager Tom Dailey and his team use to manage Calvert Tax-Free Bond Fund to strive to produce tax-exempt income.

Date: 7/6/2011 | Lit #IP10913 | FINRA Letter
PDF icon 133 KB  | Envelope icon
Investment Process - Calvert Ultra-Short Income Fund thumbnail image.

Investment Process - Calvert Ultra-Short Income Fund

This piece defines Calvert Investment Management, Inc.'s investment strategies for this Class A ultra-short duration bond fund.

Date: 4/1/2013 | Lit #IP10970 | FINRA Letter
PDF icon 337 KB  | Envelope icon

E106 (6/09)

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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