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An overview of target asset allocations for Calvert Conservative, Moderate, and Aggressive Asset Allocation Funds.
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302 KB
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153 KB
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This piece defines Calvert Investment Management, Inc.'s four-tiered management strategy.
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161 KB
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This profile outlines the Calvert Capital Accumulation Fund advisor's investment process and strategy.
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169 KB
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187 KB
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The Calvert Equity Income Fund, managed by Calvert Investment Management, Inc., invests primarily in dividend-paying, large-cap U.S. stocks that offer quality financials and attractive valuations.
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163 KB
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This profile outlines Calvert Equity Portfolio's investment process and strategy as managed by portfolio manager Atlanta Capital Management.
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156 KB
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Calvert Global Alternative Energy Fund is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. Kleinwort Benson Investors International Ltd. (KBI) of Dublin, Ireland manages the fund.
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177 KB
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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.
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178 KB
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Calvert Government Fund seeks to maximize income, to the extent consistent with preservation of capital, through investment in U.S. government debt securities. Calvert Investment Management, Inc. manages the Fund.
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152 KB
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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.
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155 KB
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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: 10/3/2011 |
Lit #IP10923
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159 KB
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This profile outlines the Calvert International Equity Fund advisor's investment process and strategy.
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204 KB
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Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets.
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160 KB
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Calvert Large Cap Value managed by Calvert Investment Management, Inc. primarily by using a bottom-up investment process to identify well-managed companies that are selling at a discount from their fair market value.
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164 KB
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This investment process piece describes the strategies that Calvert Asset Management Company applies to manage Calvert Small Cap Fund.
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214 KB
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This profile outlines Calvert Social Index Fund's investment process and strategy as managed by portfolio manager World Asset Management of Birmingham, MI.
Date: 6/28/2011 |
Lit #IP10933
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157 KB
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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.
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143 KB
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This piece defines Calvert Investment Management, Inc.'s investment strategies for this Class A ultra-short duration bond fund.
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190 KB
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