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Calvert - Institutional - Bank Trust Depts - Fund Information

Fund Information

Click the links below to view Fund Profiles, which include Investment Objective, Management, Portfolio Characteristics, Investor Services, Account Minimums and Literature, updated monthly.

Use the links on the left to view complete distributions, holdings, proxy voting decisions, fund manager biographies, and more.

Asset Allocation Share
Class		 Ticker
Symbol		 CUSIP
Balanced & Asset Allocation
Calvert Aggressive Allocation Fund A CAAAX 131618647
  I CAGIX 131618613
Calvert Conservative Allocation Fund A CCLAX 131618696
Calvert Moderate Allocation Fund A CMAAX 131618738
  I CLAIX 131618654
Calvert Social Investment Fund Balanced Portfolio A CSIFX 131618100
  I CBAIX 131618829
Equity Share
Class		 Ticker
Symbol		 CUSIP
International
Calvert Global Alternative Energy Fund A CGAEX 13161P847
  I CAEIX 13161P813
Calvert Global Water Fund A CFWAX 13161P797
  Y CFWYX 13161P771
Calvert International Opportunities Fund A CIOAX 131649881
  I COIIX 131649857
  Y CWVYX 131649832
Calvert World Values International Equity Fund A CWVGX 131649105
  I CWVIX 131649808
  Y CWEYX 131649840
Large Cap
Calvert Large Cap Growth Fund A CLGAX 13161P102
  I CLCIX 13161P409
  Y CLGYX 13161P763
Calvert Social Index Fund A CSXAX 131582785
  I CISIX 131582751
Calvert Social Investment Fund Enhanced Equity Portfolio A CMIFX 131618803
  I CMIIX 131618860
Calvert Social Investment Fund Equity Portfolio A CSIEX 131618308
  I CEYIX 131618795
  Y CIEYX 131618589
Mid Cap
Calvert Capital Accumulation Fund A CCAFX 131649303
  I CCPIX 131649709
Calvert Mid Cap Value Fund A CMVAX 13161P607
  I CMDIX 13161P854
Small Cap
Calvert New Vision Small Cap Fund A CNVAX 131582850
  I CVSMX 131582819
Calvert Small Cap Value Fund A CCVAX 13161P508
  I CSVIX 13161P862
Bond Share
Class		 Ticker
Symbol		 CUSIP
Taxable
Calvert Income Fund A CFICX 131582207
  I CINCX 131582793
  Y CIFYX 131582553
Calvert Long-Term Income Fund A CLDAX 131582710
Calvert Short Duration Income Fund A CSDAX 13161T104
  I CDSIX 13161T401
  Y CSDYX 131582561
Calvert Social Investment Fund Bond Portfolio A CSIBX 131618407
  I CBDIX 131618787
  Y CSIYX 131618597
Calvert Ultra-Short Income Fund A CULAX 131582611
Money Market Share
Class		 Ticker
Symbol		 CUSIP
Money Market
Calvert First Government Money Market Fund A FVRXX 131577108
Calvert Social Investment Fund Money Market Portfolio A CSIXX 131618209

 

 
 

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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