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Calvert - Shareholder - Funds - Literature

Find information about Calvert's mutual funds including prospectuses, annual reports, fund fact sheets, statements of additional information and forms.



Applications/Forms
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Application for Investment Form
Date: 1/1/2006 | Lit #8804604
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342k
Automatic Investment Plan Application
Date: 1/1/2006 | Lit #861034
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35k
Calvert Fund Selection Form - All IRA applications
Date: 9/7/2007 | Lit #7180
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185k
Change of Account Registration - Transfer on Death.
Date: 11/15/2007 | Lit #800014
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94k
Change of Account Registration Form
Date: 1/1/2006 | Lit #800001
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38k
Change of Authorized Signers Form.
Date: 1/1/2006 | Lit #200017
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34k
Change of Broker/Dealer Form
Date: 9/20/2007 | Lit #800012
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25k
Coverdell Education Savings Account (formerly Education IRA) Application.
Date: 1/1/2006 | Lit #800007
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57k
DC College Savings Plan - Participation Agreement - Application Form.
Date: 1/1/2006 | Lit #800018
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166k
Dollar-Cost-Averaging Form.
Date: 1/1/2006 | Lit #800011
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25k
IRA Application (Savings Incentive Match Plan Plan - SIMPLE).
Date: 9/7/2007 | Lit #800019
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1835k
IRA Application (Traditional and SEP)
Date: 9/7/2007 | Lit #800009
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533k
IRA Application - ROTH
Date: 9/7/2007 | Lit #800021
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220k
IRA Distribution Form.
Date: 9/4/2007 | Lit #800002
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109k
Payroll Deduction Form.
Date: 1/1/2006 | Lit #800010
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30k
Request for Transfer of Assets (Non-Retirement)
Date: 11/7/2005 | Lit #800025
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25k
Retirement - Designation or Change of Beneficiary Form.
Date: 1/1/2006 | Lit #800004
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34k
Retirement - Request for Transfer of Assets, Direct Rollover or Roth Conversion.
Date: 1/1/2006 | Lit #800003
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41k
Retirement - Request for Transfer of SIMPLE Assets
Date: 12/3/2007 | Lit #800008
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53k
TSA - 403(b)(7) - Salary Reduction Form.
Date: 1/1/2006 | Lit #800015
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37k
TSA - 403(b)(7) Distribution Form for University Pension Accounts.
Date: 1/1/2006 | Lit #800006
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108k
TSA - 403(b)(7) Distribution Form.
Date: 1/1/2006 | Lit #20001
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85k
 
Fact Sheets
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Fact Sheet - Calvert Aggressive Allocation Fund - 2Q 2008
Date: 6/30/2008 | Lit #1964-20080630
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242k
Fact Sheet - Calvert Capital Accumulation Fund - 2Q 2008
Date: 6/30/2008 | Lit #1914-20080630
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200k
Fact Sheet - Calvert Conservative Allocation Fund - 2Q 2008
Date: 6/30/2008 | Lit #1962-20080630
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238k
Fact Sheet - Calvert First Government Money Market Fund - 2Q 2008
Date: 6/30/2008 | Lit #1901-20080630
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123k
Fact Sheet - Calvert Global Alternative Energy Fund - 2Q 2008
Date: 6/30/2008 | Lit #1971-20080630
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251k
Fact Sheet - Calvert Income Fund - 2Q 2008
Date: 6/30/2008 | Lit #1908-20080630
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432k
Fact Sheet - Calvert Insured Plus - 2Q 2008
Date: 6/30/2008 | Lit #1912-20080630
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89k
Fact Sheet - Calvert International Opportunities Fund - 2Q 2008
Date: 6/30/2008 | Lit #1972-20080630
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236k
Fact Sheet - Calvert Large Cap Growth Fund - 2Q 2008
Date: 6/30/2008 | Lit #1934-20080630
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209k
Fact Sheet - Calvert Long Term Income Fund - 2Q 2008
Date: 6/30/2008 | Lit #1929-20080630
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210k
Fact Sheet - Calvert Mid Cap Value Fund - 2Q 2008
Date: 6/30/2008 | Lit #1961-20080630
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223k
Fact Sheet - Calvert Moderate Allocation Fund - 2Q 2008
Date: 6/30/2008 | Lit #1963-20080630
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217k
Fact Sheet - Calvert National Municipal Intermediate Fund - 2Q 2008
Date: 6/30/2008 | Lit #1928-20080630
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159k
Fact Sheet - Calvert New Vision Small Cap Fund - 2Q 2008
Date: 6/30/2008 | Lit #1911-20080630
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206k
Fact Sheet - Calvert Short Duration Income Fund - 2Q 2008
Date: 6/30/2008 | Lit #1923-20080630
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223k
Fact Sheet - Calvert Small Cap Value Fund - 2Q 2008
Date: 6/30/2008 | Lit #1960-20080630
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223k
Fact Sheet - Calvert Social Index Fund - 2Q 2008
Date: 6/30/2008 | Lit #1933-20080630
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239k
Fact Sheet - Calvert Social Investment Fund Balanced Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1905-20080630
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223k
Fact Sheet - Calvert Social Investment Fund Bond Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1916-20080630
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427k
Fact Sheet - Calvert Social Investment Fund Enhanced Equity Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1910-20080630
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211k
Fact Sheet - Calvert Social Investment Fund Equity Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1919-20080630
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240k
Fact Sheet - Calvert Social Investment Fund Money Market Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1904-20080630
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144k
Fact Sheet - Calvert Tax-Free Reserves Limited-Term Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1903-20080630
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178k
Fact Sheet - Calvert Tax-Free Reserves Long-Term Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1913-20080630
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158k
Fact Sheet - Calvert Tax-Free Reserves Money Market Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1902-20080630
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141k
Fact Sheet - Calvert Tax-Free Reserves Vermont Municipal Portfolio - 2Q 2008
Date: 6/30/2008 | Lit #1924-20080630
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175k
Fact Sheet - Calvert Ultra-Short Floating Income Fund - 2Q 2008
Date: 6/30/2008 | Lit #1970-20080630
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166k
Fact Sheet - Calvert World Values International Equity Fund - 2Q 2008
Date: 6/30/2008 | Lit #1926-20080630
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223k
 
Annual/Semi-Annual Reports
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Calvert Aggressive Allocation Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99932
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461k
Calvert Aggressive Allocation Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #999321
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223k
Calvert Capital Accumulation Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99901
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454k
Calvert Capital Accumulation Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #9114
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194k
Calvert Conservative Allocation Fund : Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99934
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461k
Calvert Conservative Allocation Fund : Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #999341
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223k
Calvert First Government Money Market Fund: Annual Report - December 31, 2007
Date: 12/31/2007 | Lit #99918
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314k
Calvert First Government Money Market Fund: Semi-Annual Report - June 30, 2007
Date: 6/30/2007 | Lit #880403
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154k
Calvert Global Alternative Energy Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99971
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459k
Calvert Global Alternative Energy Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #880971
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189k
Calvert Income Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99911
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387k
Calvert Income Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #8709408
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251k
Calvert International Opportunities Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99972
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452k
Calvert International Opportunities Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #880972
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205k
Calvert Large Cap Growth Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99902
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481k
Calvert Large Cap Growth Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #8706101
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201k
Calvert Long-Term Income Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99929
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369k
Calvert Long-Term Income Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #88929
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185k
Calvert Mid Cap Value Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99931
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551k
Calvert Mid Cap Value Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #99961
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267k
Calvert Moderate Allocation Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99933
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461k
Calvert Moderate Allocation Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #999331
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223k
Calvert National Municipal Intermediate Fund: Annual Report - December 31, 2007
Date: 12/31/2007 | Lit #99916
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319k
Calvert National Municipal Intermediate Fund: Semi-Annual Report - June 30, 2007
Date: 6/30/2007 | Lit #8933308
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180k
Calvert New Vision Small Cap Fund: Annual Report - September 30, 2007
Date: 9/30/2007 | Lit #99903
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399k
Calvert New Vision Small Cap Fund: Semi-Annual Report - March 31, 2008
Date: 3/31/2008 | Lit #9111
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221k
Calvert Short Duration Income Fund: Annual Report - September 30, 2007