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: 10/29/2013 | Lit #IP10962 | FINRA Letter
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Investment Process - Calvert Balanced Portfolio thumbnail image.
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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
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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
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Investment Process - Calvert Emerging Markets Equity Fund-4Q12 thumbnail image.

Investment Process - Calvert Emerging Markets Equity Fund-4Q12

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

Date: 12/31/2012 | Lit #IP11068
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Investment Process - Calvert Equity Income Fund thumbnail image.

Investment Process - Calvert Equity Income Fund

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.

Date: 9/3/2013 | Lit #IP10982 | FINRA Letter
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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
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Investment Process - Calvert Global Alternative Energy Fund thumbnail image.

Investment Process - Calvert Global Alternative Energy Fund

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.

Date: 12/31/2012 | Lit #IP10971 | FINRA Letter
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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
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Investment Process - Calvert Government Fund thumbnail image.

Investment Process - Calvert Government Fund

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.

Date: 4/1/2013 | Lit #IP10974 | FINRA Letter
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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
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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
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Investment Process - Calvert International Equity Fund thumbnail image.

Investment Process - Calvert International Equity Fund

This profile outlines the Calvert International Equity Fund advisor's investment process and strategy.

Date: 2/28/2013 | Lit #IP10926 | FINRA Letter
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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
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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
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Investment Process - Calvert Large Cap Value Fund thumbnail image.

Investment Process - Calvert Large Cap Value Fund

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.

Date: 6/20/2011 | Lit #IP10979 | FINRA Letter
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Investment Process - Calvert Small Cap Fund thumbnail image.

Investment Process - Calvert Small Cap Fund

This investment process piece describes the strategies that Calvert Asset Management Company applies to manage Calvert Small Cap Fund.

Date: 4/14/2011 | Lit #IP10960 | FINRA Letter
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Investment Process - Calvert Social Index Fund thumbnail image.

Investment Process - Calvert Social Index Fund

This profile outlines Calvert Social Index Fund's investment process and strategy as managed by portfolio manager World Asset Management of Birmingham, MI.

Date: 12/31/2012 | Lit #IP10933
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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
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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
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E106 (6/09)