Multi-Asset

Yields as of Aug 31, 2020 and Distribution Rates as of Sep 18, 2020, unless otherwise indicated.
Fund NameSymbolSEC 30 Day Yield
(Unsubsidized)1
SEC 30 Day Yield1Distribution Rate
at NAV 2
Standardized Performance
Calvert Balanced Fund (I) CBAIX 1.06 1.06 1.30 more info

Year to Date (YTD) returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. The Fund's past performance is no guarantee of future results. Investment return and principal value of Fund shares 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 the quoted return. For the Fund’s performance as of the most recent month-end, please refer to the fund page on Calvert.com.  Not annualized if less than 1 year. Performance prior to December 31, 2016 reflects the performance of the Fund’s former adviser, Calvert Investment Management, Inc.

Other 2a-7

The following funds are not registered with the SEC and this is not an offer to sell any security. Portfolio information is solely for purposes of compliance with Rule 2a-7 of the Investment Company Act of 1940, as amended.