Fact Sheet
Jun 30, 2024
Impact Metric Fact Sheet
Commentary
Estimated Year-End Distributions
Aug 31, 2024
Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Portfolio characteristics exclude 27 securities in Calvert's Special Equities program, which represent 0.176% of the Fund's portfolio as of 09/30/2024. The Special Equities program enables the Fund to promote approaches to responsible investment goals through privately placed investments. 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.
The value of investments held by the Fund may increase or decrease in response to economic, and financial events (whether real, expected or perceived) in the U.S. and global markets. The value of equity securities is sensitive to stock market volatility. 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. The Fund is exposed to liquidity risk when trading volume, lack of a market maker or trading partner, large position size, market conditions, or legal restrictions impair its ability to sell particular investments or to sell them at advantageous market prices. No fund is a complete investment program and you may lose money investing in a fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description. The impact of the coronavirus on global markets could last for an extended period and could adversely affect the Fund’s performance.
See the Fund's prospectus for information related to a primary benchmark index selected (if applicable) to comply with a regulation that requires the Fund's primary benchmark to represent the overall applicable market.
Joseph B. Hudepohl, CFA
Managing Director Atlanta Capital Management Joined Atlanta Capital 2015
Joseph Hudepohl is a managing director of Atlanta Capital Management. 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. in economics 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.
Lance Garrison, CFA, CSRIC
Managing DirectorAtlanta Capital Management Joined Atlanta Capital 2007
Lance is a managing director of Atlanta Capital Management. He is a portfolio manager on the 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 worked at Standard & Poor's Corporate Value Consulting and Wellington Management Company.
Lance earned a B.S. from the University of Florida and an MBA from Northwestern University. He is a CFA charterholder and has achieved the CFA Certificate in ESG Investing. He holds the Chartered SRI Counselor (CSRIC) designation and the Fundamentals of Sustainability Accounting (FSA) Credential and is a subject matter expert with the International Sustainability Standards Board ("ISSB"). Additionally, he serves on the ISSB Technical Reference Group advising on matters of implementation and emerging issues that should be considered in the standards development process.
Jeffrey A. Miller, CFA
Managing DirectorAtlanta Capital Management Joined Atlanta Capital 2014
Jeff is a managing director of Atlanta Capital Management. He is a portfolio manager on the growth equity team. He joined Atlanta Capital in 2014.
Jeff began his career in the investment management industry in 1996. Prior to joining Atlanta Capital, he was a research analyst at Crawford Investment Counsel, where he was responsible for equity research 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).
Jeff earned a B.B.A. in finance from Southern Methodist University and an MBA from Loyola University Chicago. He is a CFA charterholder, holds the Fundamentals of Sustainability Accounting (FSA) Credential and has achieved the CFA Certificate in ESG Investing.
Robert R. Walton, Jr., CFA
Executive DirectorAtlanta Capital Management Joined Atlanta Capital 1999
Rob is an executive director of Atlanta Capital Management. He is a portfolio manager on the growth equity team. He joined Atlanta Capital in 1999.
Rob 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.
Rob earned a B.A. with a dual concentration in economics and political science from Colgate University and an MBA from Emory University. He is a CFA charterholder. Rob holds the Fundamentals of Sustainability Accounting (FSA) Credential.
Download Impact Metric Fact Sheet - Last updated: Jun 30, 2024
Download Fact Sheet - Last updated: Jun 30, 2024
Download Annual Financial Statements and Add'l Information
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Download Commentary - Last updated: Jun 30, 2024
Download Annual Report
Download Estimated Year-End Distributions - Last updated: Aug 31, 2024
Download Full Prospectus
Download Q1 Holdings
Download Q3 Holdings
Download Holdings - Form N-PORT
Download SAI
Download Semi-Annual Report
Download Summary Prospectus
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