Calvert uses premier sub-advisors as well as in-house equities management.
Calvert and its sub-advisors manage a full range of small-cap, mid-cap, large-cap, balanced and asset allocation investment options across diverse investment strategies. Our equity fund lineup includes domestic, international, sector, and global investment strategies and styles.
Because we engage not only internal but also external investment-management expertise, our investors benefit from:
- Broad and varied views of the global markets
- A diverse range of equity research expertise
- Independent investment thinking
- A potentially lower correlation of same-company holdings across our portfolios
At the core of Calvert’s equity philosophy is a belief that, over time, responsible corporate management practices and policies lead to long-term, sustainable investment performance in the marketplace. Together, Calvert and its sub-advisors research and analyze investments for inclusion in Calvert’s investment options using a Sustainable and Responsible Investments (SRI) approach.
By integrating propriety research from the Calvert Sustainability Research and Advocacy Department with the asset class expertise of our in-house and external money managers, Calvert’s three SRI approaches are managed for competitive, long-term, risk-adjusted returns.
Calvert Signature™ Strategies: Calvert’s original approach that evaluates companies according to rigorous, traditional financial criteria along with corporate social responsibility criteria.
Calvert Solution™ Strategies: A thematic or sector-based approach that invests selectively in companies geared toward solving some of today’s most pressing environmental and social challenges.
Calvert SAGE™ Strategies: An approach that emphasizes strategic engagement with companies to advance their performance in specific environmental, social, and governance areas.
Calvert Equity Portfolios
| Share Class | Ticker Symbol | CUSIP | Fund # | |
|---|---|---|---|---|
| Large Cap | ||||
| Calvert Large Cap Growth Fund | A | CLGAX | 13161P102 | 934 |
| B | CLGBX | 13161P201 | 434 | |
| C | CLGCX | 13161P300 | 636 | |
| Y | CLGYX | 13161P763 | 364 | |
| Calvert Large Cap Value Fund | A | CLVAX | 131619504 | 979 |
| C | CLVCX | 131619801 | 601 | |
| Y | CLVYX | 131619702 | 379 | |
| Calvert Social Index Fund | A | CSXAX | 131582785 | 933 |
| B | CSXBX | 131582777 | 433 | |
| C | CSXCX | 131582769 | 633 | |
| Calvert Social Investment Fund Enhanced Equity Portfolio | A | CMIFX | 131618803 | 910 |
| B | CDXBX | 131618886 | 203 | |
| C | CMICX | 131618878 | 610 | |
| Calvert Social Investment Fund Equity Portfolio | A | CSIEX | 131618308 | 919 |
| B | CSEBX | 131618852 | 248 | |
| C | CSECX | 131618704 | 619 | |
| Y | CIEYX | 131618589 | 369 | |
| Mid Cap | ||||
| Calvert Capital Accumulation Fund | A | CCAFX | 131649303 | 914 |
| B | CWCBX | 131649600 | 222 | |
| C | CCACX | 131649402 | 614 | |
| Calvert Mid Cap Value Fund | A | CMVAX | 13161P607 | 961 |
| C | CMVCX | 13161P870 | 660 | |
| Small Cap | ||||
| Calvert New Vision Small Cap Fund | A | CNVAX | 131582850 | 911 |
| B | CNVBX | 131582827 | 221 | |
| C | CNVCX | 131582504 | 611 | |
| Calvert Small Cap Value Fund | A | CCVAX | 13161P508 | 960 |
| C | CSCCX | 13161P805 | 659 | |
| International | ||||
| Calvert Global Alternative Energy Fund | A | CGAEX | 13161P847 | 971 |
| C | CGACX | 13161P821 | 666 | |
| Calvert Global Water Fund | A | CFWAX | 13161P797 | 973 |
| C | CFWCX | 13161P789 | 600 | |
| Y | CFWYX | 13161P771 | 350 | |
| Calvert International Opportunities Fund | A | CIOAX | 131649881 | 972 |
| C | COICX | 131649865 | 651 | |
| Y | CWVYX | 131649832 | 361 | |
| Calvert World Values International Equity Fund | A | CWVGX | 131649105 | 926 |
| B | CWVBX | 131649501 | 223 | |
| C | CWVCX | 131649204 | 626 | |
| Y | CWEYX | 131649840 | 363 | |
D200 (3/09)
