Calvert leverages the expertise of premier sub-advisors, an in-house equities portfolio management team, and our sustainability research department to manage a full range of small-cap, mid-cap, large-cap, balanced, and asset allocation investment options with diverse investment strategies across domestic, international, sector, and global investment strategies and styles.
Because we engage both internal and external investment-management skill, our investors benefit from:
- Broad and varied views of the global markets
- A diverse range of equity research expertise
- Independent investment thinking
- A potentially lower correlation of same-company holdings across our portfolios
Integration of ESG Factors: Merging Values with Valuations
Calvert has long been a leader in sustainable and responsible investing and in integrating environmental, social, and governance (ESG) factors into our investment decisions.
The increasing availability of information on ESG practices and their impacts on company performance is forcing companies to upgrade their standards and actions across a wide range of business areas. Rather than risking backlash from regulators, the public, or investors, companies are now trying to manage and mitigate these risks to protect their brand value and ensure continued demand for their products.
Calvert has developed sophisticated analytical approaches that enable our analysts and portfolio managers to quantify ESG issues in our valuations and in the buy and sell decisions of many of our equity portfolios, seeking to identify those companies that manage their ESG impacts sustainably and create the most shareholder value. This robust ESG integration process also helps us identify, and may lower the potential risks associated with, ESG factors across these equity portfolios.
Three Distinct Types of SRI Strategies
Together, Calvert and its sub-advisors research and analyze investments for inclusion in Calvert's portfolios using a broad sustainable and responsible investing (SRI) approach that integrates ESG factors. Calvert's three distinct types of SRI strategies are managed for competitive long-term risk-adjusted returns.
Calvert Signature™ Strategies: Calvert's traditional approach that evaluates companies according to rigorous financial criteria along with corporate social responsibility criteria.
Calvert Solution™ Strategies: A thematic or sector-based approach that invests selectively in companies geared toward solving some of today's most pressing environmental and social challenges.
Calvert SAGE™ Strategies: An approach that emphasizes strategic engagement with companies to advance their performance in specific environmental, social, and governance areas.
Calvert Equity Portfolios
| Share Class | Ticker Symbol | CUSIP | Fund # | |
|---|---|---|---|---|
| Large Cap | ||||
| Calvert Equity Income Fund | A | CEIAX | 131619884 | 982 |
| C | CEICX | 131619876 | 482 | |
| Y | CEIYX | 131619868 | 583 | |
| Calvert Equity Portfolio | A | CSIEX | 131618308 | 919 |
| B | CSEBX | 131618852 | 248 | |
| C | CSECX | 131618704 | 619 | |
| Y | CIEYX | 131618589 | 369 | |
| Calvert Large Cap Core Portfolio | A | CMIFX | 131618803 | 910 |
| B | CDXBX | 131618886 | 203 | |
| C | CMICX | 131618878 | 610 | |
| Y | CLYCX | 131618571 | 540 | |
| Calvert Large Cap Value Fund | A | CLVAX | 131619504 | 979 |
| C | CLVCX | 131619801 | 601 | |
| Y | CLVYX | 131619702 | 379 | |
| Calvert Social Index Fund | A | CSXAX | 131582785 | 933 |
| B | CSXBX | 131582777 | 433 | |
| C | CSXCX | 131582769 | 633 | |
| Y | CISYX | 131582355 | 553 | |
| Mid Cap | ||||
| Calvert Capital Accumulation Fund | A | CCAFX | 131649303 | 914 |
| B | CWCBX | 131649600 | 222 | |
| C | CCACX | 131649402 | 614 | |
| Y | CCAYX | 131649824 | 342 | |
| Small Cap | ||||
| Calvert Small Cap Fund | A | CCVAX | 13161P508 | 960 |
| B | CSCBX | 13161P706 | 465 | |
| C | CSCCX | 13161P805 | 659 | |
| International | ||||
| Calvert Emerging Markets Equity Fund | A | CVMAX | 131649816 | 1068 |
| C | CVMCX | 131649790 | 1168 | |
| Y | CVMYX | 131649782 | 1268 | |
| Calvert Global Alternative Energy Fund | A | CGAEX | 13161P847 | 971 |
| C | CGACX | 13161P821 | 666 | |
| Y | CGAYX | 13161P755 | 365 | |
| Calvert Global Water Fund | A | CFWAX | 13161P797 | 973 |
| C | CFWCX | 13161P789 | 600 | |
| Y | CFWYX | 13161P771 | 350 | |
| Calvert International Equity Fund | A | CWVGX | 131649105 | 926 |
| B | CWVBX | 131649501 | 223 | |
| C | CWVCX | 131649204 | 626 | |
| Y | CWEYX | 131649840 | 363 | |
| Calvert International Opportunities Fund | A | CIOAX | 131649881 | 972 |
| C | COICX | 131649865 | 651 | |
| Y | CWVYX | 131649832 | 361 | |
Investment in mutual funds involves risk, including possible loss of principal invested.
D200 (6/13)