Investment Process Pieces 

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Investment Process

Investment Process - Calvert Capital Accumulation Portfolio thumbnail image.

Investment Process - Calvert Capital Accumulation Portfolio

This profile outlines the Calvert Capital Accumulation Fund advisor's investment process and strategy.

Date: 10/3/2005 | Lit #5734 | FINRA Letter
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Investment Process - Calvert Global Alternative Energy Fund thumbnail image.

Investment Process - Calvert Global Alternative Energy Fund

Calvert Global Alternative Energy Fund is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. KBC Asset Management International, Ltd. (KBC) of Dublin, Ireland manages the fund.

Date: 3/14/2008 | Lit #6964 | FINRA Letter
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Investment Process - Calvert Global Water Fund thumbnail image.

Investment Process - Calvert Global Water Fund

Calvert Global Water Fund is an all-market-cap, water sector mutual fund that invests in non-U.S. and U.S. stocks. Calvert subadvisor KBC Asset Management International, Ltd (KBC) OF Dublin, Ireland manages the fund.

Date: 11/30/2009 | Lit #IP10973 | FINRA Letter
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Investment Process - Calvert Government Fund thumbnail image.

Investment Process - Calvert Government Fund

Calvert Government Fund seeks to maximize income, to the extent consistent with preservation of capital, through investment in U.S. government debt securities. Calvert Asset Management Company, Inc. (CAMCO) manages the Fund.

Date: 12/31/2008 | Lit #8608 | FINRA Letter
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Investment Process - Calvert High Yield Bond Fund thumbnail image.

Investment Process - Calvert High Yield Bond Fund

Calvert High-Yield Bond Fund is managed by Calvert Asset Management Company, Inc. (CAMCO). The Fund primarily seeks a high current income through investments in high-yield bonds (sometimes called "junk bonds") with intermediate maturities.

Date: 11/10/2009 | Lit #IP10980 | FINRA Letter
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Investment Process - Calvert Income Funds: Short Duration Income, Income and Long-Term Income thumbnail image.

Investment Process - Calvert Income Funds: Short Duration Income, Income and Long-Term Income

This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for these long-term, intermediate-term, investment-grade bond and short-term corporate bond funds.

Date: 10/5/2009 | Lit #IP10923
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Investment Process - Calvert International Opportunities Fund thumbnail image.

Investment Process - Calvert International Opportunities Fund

Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets. F&C Management Limited manages the Fund.

Date: 3/10/2010 | Lit #IP10972
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Investment Process - Calvert Large Cap Growth Portfolio thumbnail image.

Investment Process - Calvert Large Cap Growth Portfolio

Calvert subadvisor, Bridgeway Capital Management, Inc., combines active management with a disciplined, quantitative approach.

Date: 5/22/2008 | Lit #6150 | FINRA Letter
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Investment Process - Calvert Large Cap Value Fund thumbnail image.

Investment Process - Calvert Large Cap Value Fund

Calvert Large Cap Value managed by Calvert Asset Management Company, Inc. (CAMCO). primarily by using a bottom-up investment process to identify well-managed companies that are selling at a discount from their fair market value.

Date: 12/12/2008 | Lit #8457 | FINRA Letter
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Investment Process - Calvert New Vision Small Cap Portfolio thumbnail image.

Investment Process - Calvert New Vision Small Cap Portfolio

This profile outlines the Calvert New Vision Small Cap Fund advisor's investment process and strategy.

Date: 2/22/2008 | Lit #6780 | FINRA Letter
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Investment Process - Calvert Short-Term Government Fund thumbnail image.

Investment Process - Calvert Short-Term Government Fund

Calvert Short-Term Government managed by Calvert Asset Management Company, Inc. (CAMCO). by using an investment process that seeks to capitalize on anticipated changes in yields on U.S. government debt with various maturities..

Date: 11/16/2009 | Lit #IP10981 | FINRA Letter
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Investment Process - Calvert Small and Mid Cap Value Funds thumbnail image.

Investment Process - Calvert Small and Mid Cap Value Funds

Learn about the time-tested intrinsic value approach of Eric McKissack of Channing Capital that seeks undervalued stocks of well-managed companies with attractive price-appreciation potential.

Date: 11/7/2007 | Lit #7247
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Investment Process - Calvert Social Index Fund thumbnail image.

Investment Process - Calvert Social Index Fund

This profile outlines Calvert Social Index Fund's investment process and strategy as managed by portfolio manager World Asset Management of Birmingham, MI.

Date: 10/16/2006 | Lit #6325
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Investment Process - Calvert Social Investment Fund Balanced Portfolio thumbnail image.

Investment Process - Calvert Social Investment Fund Balanced Portfolio

Date: 6/30/2009 | Lit #9125
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Investment Process - Calvert Social Investment Fund Bond Portfolio thumbnail image.

Investment Process - Calvert Social Investment Fund Bond Portfolio

This piece defines Calvert Asset Management Company's (CAMCO's) four-tiered management strategy.

Date: 7/11/2007 | Lit #7027 | FINRA Letter
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Investment Process - Calvert Social Investment Fund Enhanced Equity Portfolio thumbnail image.

Investment Process - Calvert Social Investment Fund Enhanced Equity Portfolio

Date: 6/15/2009 | Lit #9104 | FINRA Letter
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Investment Process - Calvert Social Investment Fund Equity Portfolio thumbnail image.

Investment Process - Calvert Social Investment Fund Equity Portfolio

This profile outlines CSIF Equity Portfolio's investment process and strategy as managed by portfolio manager Atlanta Capital Management.

Date: 6/30/2009 | Lit #IP10919
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Investment Process - Calvert Tax-Free Bond Fund thumbnail image.

Investment Process - Calvert Tax-Free Bond Fund

This investment process piece contains an explanation of the techniques and strategies that portfolio manager Tom Dailey and his team use to manage Calvert Tax-Free Bond Fund to strive to produce tax-exempt income.

Date: 8/6/2009 | Lit #IP10913
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Investment Process - Calvert Ultra-Short Income Fund thumbnail image.

Investment Process - Calvert Ultra-Short Income Fund

This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for this Class A ultra-short duration bond fund.

Date: 6/30/2009 | Lit #9136
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Investment Process - Calvert World Values International Equity Fund thumbnail image.

Investment Process - Calvert World Values International Equity Fund

This profile outlines the Calvert World Value International Equity Fund advisor's investment process and strategy.

Date: 1/26/2010 | Lit #IP10926 | FINRA Letter
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E106 (6/09)