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DC Plan Sponsors

Calvert offers 401(k), 403(b) and, 457 plan sponsors and plan participants a broad range of investment options and services.

We provide a broad range of equity and fixed income strategies that incorporate environmental, social, and governance factors (ESG) in their investment processes. We also offer non-screened fixed income and cash management vehicles. 

Our extensive resources help meet most plan sponsor needs and includes a highly qualified team devoted to servicing retirement plans via participation in enrollment meetings, benefits fairs, and investment workshops.


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Fixed Income
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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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Calvert Initiatives
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Calvert Impacts
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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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