Overview

Historical Returns (%) as of Mar 31, 2018

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund’s current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative.
 

Fund Facts as of Apr 30, 2018

Class R6 Inception 10/03/2017
Performance Inception 08/24/1987
Investment Objective Capital growth
Total Net Assets $2.2B
Minimum Investment $1000000
Expense Ratio (Gross)4 0.71%
Expense Ratio (Net)4,5 0.71%
CUSIP 131582280

Top 10 Holdings (%)6,7 as of Mar 31, 2018

Danaher Corp
Visa Inc
Alphabet Inc - CL C
Thermo Fisher Scientific Inc
Microsoft Corp
Zoetis Inc
Dollar General Corp
Mastercard Inc
Ecolab Inc
Intuit Inc
Total 39.77
 

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Portfolio characteristics exclude 43 securities in Calvert's Special Equities program, which represent 0.831% of the portfolio and 3 securities in Calvert’s High Impact Investments program, which represented 0.586% of the portfolio, both as of 03/31/2018. The Special Equities program enables the Fund to promote approaches to responsible investment goals through privately placed investments. High Social Impact Investments are investments that, in the Adviser’s opinion, offer the opportunity for significant sustainability and social impact. These investments are generally illiquid and involve high risks. See the Fund's prospectus for details and calvert.com for a complete list of Fund holdings.

About Risk: 

Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; and/or the Fund's portfolio management practices may not achieve the desired result. In addition, large-cap companies may be unable to respond quickly to new competitive challenges, such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during periods of economic expansion. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. In evaluating a company, the Advisor is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the Advisor to incorrectly assess a company's ESG performance.


Performance

Historical Returns (%) as of Mar 31, 2018

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund’s current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative.
 

Calendar Year Returns (%)

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
Fund at NAV 26.26
Russell 1000® Growth Index2 -38.44 37.21 16.71 2.64 15.26 33.48 13.05 5.67 7.08 30.21
S&P 500 Index3 -37.00 26.46 15.06 2.11 16.00 32.39 13.69 1.38 11.96 21.83
 

Fund Facts

Expense Ratio (Gross)4 0.71%
Expense Ratio (Net)4,5 0.71%
Class R6 Inception 10/03/2017
Performance Inception 08/24/1987
Distribution Frequency Annually
Large Growth
Morningstar Equity Style Box
The Morningstar Style Box™ reveals a fund’s investment strategy. For equity funds the vertical axis shows the market capitalization of the long stocks owned and the horizontal axis shows investment style (value, blend, or growth). For fixed-income funds, the vertical axis shows the credit quality of the long bonds owned and the horizontal axis shows interest rate sensitivity as measured by a bond's effective duration.

©2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
 

NAV History

Date NAV NAV Change
May 23, 2018 $51.95 $0.18
May 22, 2018 $51.77 -$0.24
May 21, 2018 $52.01 $0.34
May 18, 2018 $51.67 $0.11
May 17, 2018 $51.56 $0.00
May 16, 2018 $51.56 $0.20
May 15, 2018 $51.36 -$0.41
May 14, 2018 $51.77 -$0.05
May 11, 2018 $51.82 $0.20
May 10, 2018 $51.62 $0.43
 

Distribution History9

Ex-Date Distribution Reinvest NAV
Dec 19, 2017 $0.24780 $49.62
No records in this table indicates that there has not been a distribution greater than .0001 within the past 3 years.
Fund prospectus
 

Capital Gain History9

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 19, 2017 $3.42610 $49.62
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Portfolio characteristics exclude 43 securities in Calvert's Special Equities program, which represent 0.831% of the portfolio and 3 securities in Calvert’s High Impact Investments program, which represented 0.586% of the portfolio, both as of 03/31/2018. The Special Equities program enables the Fund to promote approaches to responsible investment goals through privately placed investments. High Social Impact Investments are investments that, in the Adviser’s opinion, offer the opportunity for significant sustainability and social impact. These investments are generally illiquid and involve high risks. See the Fund's prospectus for details and calvert.com for a complete list of Fund holdings.

About Risk: 

Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; and/or the Fund's portfolio management practices may not achieve the desired result. In addition, large-cap companies may be unable to respond quickly to new competitive challenges, such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during periods of economic expansion. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. In evaluating a company, the Advisor is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the Advisor to incorrectly assess a company's ESG performance.


Portfolio

Asset Mix (%)7 as of Mar 31, 2018

Portfolio Statistics as of Mar 31, 2018

Number of Holdings 45
 

GICS Sector Breakdown (%)7 as of Mar 31, 2018

Assets by Country (%)7 as of Mar 31, 2018

United States 94.73
Israel 1.87
China 0.02
Cash & Other Assets 3.38
Total 100.00
 

Fund Holdings (%)7,10 as of Mar 31, 2018

Holding % of Net Assets
Danaher Corp 4.76%
Visa Inc 4.69%
Alphabet Inc - CL C 4.65%
Thermo Fisher Scientific Inc 4.60%
Microsoft Corp 3.97%
Zoetis Inc 3.73%
Dollar General Corp 3.44%
State Street Bank Eurodollar Time Deposit 3.33%
Mastercard Inc 3.27%
Ecolab Inc 3.13%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Portfolio characteristics exclude 43 securities in Calvert's Special Equities program, which represent 0.831% of the portfolio and 3 securities in Calvert’s High Impact Investments program, which represented 0.586% of the portfolio, both as of 03/31/2018. The Special Equities program enables the Fund to promote approaches to responsible investment goals through privately placed investments. High Social Impact Investments are investments that, in the Adviser’s opinion, offer the opportunity for significant sustainability and social impact. These investments are generally illiquid and involve high risks. See the Fund's prospectus for details and calvert.com for a complete list of Fund holdings.

About Risk: 

Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; and/or the Fund's portfolio management practices may not achieve the desired result. In addition, large-cap companies may be unable to respond quickly to new competitive challenges, such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during periods of economic expansion. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. In evaluating a company, the Advisor is dependent upon information and data that may be incomplete, inaccurate or unavailable, which could cause the Advisor to incorrectly assess a company's ESG performance.


Management

Joseph B. Hudepohl, CFA

Managing Director and Principal
Atlanta Capital Management
Joined Atlanta Capital 2015

Biography

Joe Hudepohl is a managing director and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2015.

Joe began his career in the investment management industry in 1997. Prior to joining Atlanta Capital, he was affiliated with Logan Circle Partners LP, a division of Fortress Investment Group LLC, as a portfolio manager and with Goldman Sachs Asset Management in Tampa, Florida.

Joe earned a B.A. from Stanford University. He is a former member of the U.S. National Swim Team and a three-time Olympic medalist. Joe is a CFA charterholder.

Education
  • B.A. Stanford University

Experience
  • Managed Fund since 2015

 

Lance V. Garrison, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 2007

Biography

Lance Garrison is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2007.

Lance began his career in the investment management industry in 2000. Prior to joining Atlanta Capital, he was affiliated with Standard & Poor's Corporate Value Consulting for five years and with Wellington Management Company as a global equity research intern, covering the Hong Kong and China retail industries.

Lance earned a B.S. from the University of Florida and an MBA from Northwestern University. He is a CFA charterholder.

Education
  • B.S. University of Florida
  • M.B.A. Northwestern University

Experience
  • Managed Fund since 2015

 

Jeffrey A. Miller, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 2014

Biography

Jeffrey Miller is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 2014.

Jeffrey began his career in the investment management industry in 1996. Prior to joining Atlanta Capital, he was affiliated with Crawford Investment Counsel as a research analyst and served on the equity investment team. Previously, he was a senior vice president, member of the investment policy committee and global technology analyst for Institutional Capital (ICAP).

Jeffrey earned a B.B.A. from Southern Methodist University and an MBA from Loyola University Chicago. He is a CFA charterholder.

Education
  • B.B.A. Southern Methodist University
  • M.B.A. Loyola University Chicago

Experience
  • Managed Fund since 2015

 

Robert R. Walton, Jr., CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 1999

Biography

Robert Walton is a vice president and principal of Atlanta Capital Management Company, LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's growth equity team. He joined Atlanta Capital in 1999.

Robert began his career in the investment management industry in 1994. Prior to joining Atlanta Capital, he was an equity research analyst at The Robinson-Humphrey Company, where he was responsible for the insurance and industrial growth industries.

Robert earned a B.A. from Colgate University and an MBA from Emory University. He is a CFA charterholder.

Education
  • B.A. Colgate University
  • M.B.A. Emory University

Experience
  • Managed Fund since 2015

 

Literature

Literature

Fact Sheet

Download - Last updated: Mar 31, 2018

Commentary

Download - Last updated: Mar 31, 2018

Annual Report

Download - Last updated: Sep 30, 2017

Full Prospectus

Download - Last updated: Apr 5, 2018

Holdings-1st or 3rd fiscal quarters-www.sec.gov

Download

SAI

Download - Last updated: Apr 5, 2018

Semi-Annual Report

Download - Last updated: Mar 31, 2017

Summary Prospectus

Download - Last updated: Apr 5, 2018

XBRL

Download - Last updated: Feb 20, 2018