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Fund Holdings had 24% lower than an equivalent investment in the Russell Mid Cap Index

Fund Holdings had 44% lower than an equivalent investment in the Russell Mid Cap Index

Fund Holdings had 0% same than an equivalent investment in the Russell Mid Cap Index

Fund Holdings had 100% lower than an equivalent investment in the Russell Mid Cap Index

Fund Holdings had 26% lower than an equivalent investment in the Russell Mid Cap Index

Shareholder Community Impact
Personal Impact

Impact Comparison and Engagement Details

The following compares the impact of the holdings through 9/30/19 in this Calvert fund to the benchmark across these important environment, social and governance (ESG) factors.

Carbon Emissions
Fund Holdings had 24% lower carbon emissions than the holdings in the Russell Mid Cap Index
Landfill Waste
Fund Holdings had 44% lower landfill waste than the holdings in the Russell Mid Cap Index
Tobacco Exposure
Fund Holdings had 0% same holdings in companies related to tobacco production
Toxic Emissions
Fund Holdings had 100% lower toxic emissions than the holdings in the Russell Mid Cap Index
Water Usage
Fund Holdings had 26% lower water usage than the holdings in the Russell Mid Cap Index

Comparison Details

The following compares the impact of the holdings through 9/30/19 in this Calvert fund to the benchmark across these important environment, social and governance (ESG) factors.

Calvert Mid-Cap Fund (CCPIX)
Russell Mid Cap Index
Fund Holdings
Carbon Emissions: metric tons
Russell Mid Cap Index
Fund Holdings
159
121
Landfill Waste: metric tons
Russell Mid Cap Index
Fund Holdings
1.09
0.61
Tobacco Exposure: percent of companies
Russell Mid Cap Index
Fund Holdings
-
-
Toxic Emissions: metric tons
Russell Mid Cap Index
Fund Holdings
318,872.87
-
Water Usage: cubic meters
Russell Mid Cap Index
Fund Holdings
12,205.71
8,976.79

 

Calvert Mid-Cap Fund (CCPIX)

Calvert Research and Management is a recognized leader in Responsible Investing, offering investment strategies that seek superior long-term performance and positive social impact. The Calvert Principles provide a framework for the evaluation of ESG factors and guide our active engagement efforts with company managements.

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Historical Returns (%) as of Sep 30, 2019

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. Performance prior to December 31, 2016 reflects the performance of the Fund’s former adviser, Calvert Investment Management, Inc. The share class has no sales charge.
 

Fund Facts

Expense Ratio (Gross)2 1.03%
Expense Ratio (Net)2,3 0.93%
Class I Inception 06/03/2003
Performance Inception 10/31/1994
Distribution Frequency Annually

Investing involves risk including the risk of loss. 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. No Fund is a complete investment program and you may lose money investing in a Fund. For more information, you should review a Fund prospectus or click here.



For full engagement and impact methodology and disclosure, please visit calvert.com/methodology.

This material is provided solely for informational purposes and is intended only to illustrate certain relevant environmental, social and governance factors. This information does not constitute an offer to sell or the solicitation to buy securities. The information presented has been developed internally and/or obtained from sources believed to be reliable; however, Calvert does not guarantee the accuracy, adequacy or completeness of such information. Past performance is no guarantee of future results.

* Not all Calvert mutual funds are showcased in this tool. Only Calvert mutual funds that have impact metrics are shown. Impact metrics are updated quarterly with data provided by a combination of sources, including MSCI. Visit our mutual funds page for a complete listing of all our funds.