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Home | Sustainable and Responsible Investing| Know What You Own
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Do you know what's in your mutual fund?

Use the Calvert Know What You Own® Service to find out more:

  1. Enter the name of any U.S. mutual fund.
  2. Choose an issue that matters to you.
  3. See which companies held in the fund do not meet Calvert Social Investment Fund's standards for that issue.
Enter the name (or partial name) of a fund or fund company.
  
Methodology:
Calvert's Know What You Own® Service compares the holdings in U.S. equity mutual funds that are included in the Russell 1000 Index against the exclusionary criteria used for the Calvert Social Investment Fund (CSIF). (Download CSIF prospectus.) For the Know What You Own Service, Calvert reviews only companies in the Russell 1000 Index, as well as a select number of international companies, and companies identified by the Sudan Divestment Task Force for targeted divestment. Consequently, this service may not identify all companies held by the U.S. equity mutual fund selected that do not meet CSIF's criteria. U.S. equity mutual fund holdings are updated monthly and are provided by The Thomson Corporation. Calvert takes no responsibility for the accuracy of the holdings provided by The Thomson Corporation.
 
Know What You Own is for informational purposes only and should not be the basis for investment decisions. As with any mutual fund investment, read the prospectus carefully before investing.

 

For more information on any Calvert fund, please contact your financial advisor or call Calvert at 800.368.2748 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. 1-800-368-2748



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