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Home | Institutional Investors| Fund Information
Calvert - Institutional - Institutional Investors/Consultants/Plan Sponsors - Fund Information

Fund Information

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

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 I CAGIX 131618613
Calvert Moderate Allocation Fund I CLAIX 131618654
Calvert Social Investment Fund Balanced Portfolio I CBAIX 131618829
Equity Share
Class		 Ticker
Symbol		 CUSIP
International
Calvert Global Alternative Energy Fund I CAEIX 13161P813
Calvert International Opportunities Fund I COIIX 131649857
Calvert World Values International Equity Fund I CWVIX 131649808
Large Cap
Calvert Large Cap Growth Fund I CLCIX 13161P409
Calvert Social Index Fund I CISIX 131582751
Calvert Social Investment Fund Enhanced Equity Portfolio I CMIIX 131618860
Calvert Social Investment Fund Equity Portfolio I CEYIX 131618795
Mid Cap
Calvert Capital Accumulation Fund I CCPIX 131649709
Calvert Mid Cap Value Fund I CMDIX 13161P854
Small Cap
Calvert New Vision Small Cap Fund I CVSMX 131582819
Calvert Small Cap Value Fund I CSVIX 13161P862
Bond Share
Class		 Ticker
Symbol		 CUSIP
Taxable
Calvert Income Fund I CINCX 131582793
Calvert Short Duration Income Fund I CDSIX 13161T401
Calvert Social Investment Fund Bond Portfolio I CBDIX 131618787

 

 
 

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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