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Bank Trust Departments

Managing mutual funds for 30 years, Calvert offers the broadest range of equity and fixed income strategies that incorporate environmental, social, and governance (ESG) factors into their investment processes. We also offer non-screened fixed-income vehicles.

Our extensive resources include a dedicated institutional client servicing team to help bank trust departments meet the diverse wealth-management needs of their clients.

 

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Calvert Income Fund (I) Quarterly Commentary  (PDF)
Calvert Large Cap Growth Fund (I) Quarterly Commentary  (PDF)
CSIF Equity Portfolio (I) Quarterly Commentary  (PDF)
Calvert Small Cap Value Fund (I) Quarterly Commentary  (PDF)
Calvert Mid Cap Value Fund (I) Quarterly Commentary  (PDF)
CSIF Bond Portfolio (I) Quarterly Commentary  (PDF)
Calvert New Vision Small Cap Fund (I) Quarterly Commentary  (PDF)
Calvert World Values International Equity Fund (I) Quarterly Commentary  (PDF)
Calvert Social Investment Fund Balanced Portfolio (I) Semi-Annual Commentary  (PDF)
Calvert Social Index Fund (I) Quarterly Commentary  (PDF)
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For more information on any Calvert fund, please call Calvert at 800.327.2109 for a free prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money.

Calvert mutual funds are underwritten and distributed by Calvert Distributors Inc., member FINRA, a subsidiary of Calvert Group, Ltd.

Institutional Funds/Separate Account Services: 800.327.2109
Cash Management: 800.317.CASH


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