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For more than twenty years, Calvert has helped investors pursue their retirement goals by providing solid financial performance and superior service through socially and environmentally conscious mutual funds. This information is designed to help guide you through the investment and enrollment process, as well as the Calvert mutual funds choices, available to University of Washington Tax-Deferred 403(b) Plan participants.

Calvert's socially responsible portfolios have been an investment option through the University of Washington Tax-Deferred 403b Plan since 1989. UW began with one Calvert fund and now offers 19 socially responsible and non-screened options from which University of Washington Tax-Deferred 403(b) Plan participants can choose. We look forward to working with you and providing the investment options and service you deserve.

Mutual Fund Options (with no sales charge)

Money Market
Calvert Social Investment Fund (CSIF) Money Market
First Government Money Market Fund

Fixed Income
CSIF Bond Portfolio
Calvert Income Fund
Calvert Long-Term Income Fund
Calvert Short Duration Income Fund
Calvert Ultra-Short Income Fund

Asset Allocation
Calvert Aggressive Allocation Fund
Calvert Conservative Allocation Fund
Calvert Moderate Allocation Fund
CSIF Balanced

Equity
Capital Accumulation Fund
CSIF Enhanced Equity
CSIF Equity
Global Alternative Energy Fund
International Opportunities Fund
Large Cap Growth
Mid Cap Value Fund
New Vision Small Cap
Small Cap Value Fund
Social Index Fund
World Values International Equity

If you have questions or would like more information about Calvert funds available through your UW plan, call 1.800-368.2745. A Calvert investor representative will be happy to help you.

UW and Calvert are pleased to be able to offer you investments that make a difference in your retirement.