Performance data quoted represents past performance, which is no guarantee of future results, and current performance may be lower or higher than the figures shown. For the most recent month-end performance figures, please select the "month" timeframe or call 1-800-836-2414. Investment returns and principal value will fluctuate and fund shares, when redeemed, may be worth more or less than their original cost.
Where the net expense ratio is lower than the gross expense ratio, certain fees have been waived and/or expenses reimbursed. These waivers and/or reimbursements will continue for at least one year from the date of the applicable fund’s current prospectus (unless otherwise noted in the applicable prospectus) or until such time as the fund's Board of Directors acts to discontinue all or a portion of such waivers and/or reimbursements. Absent such waivers and/or reimbursements, returns would have been lower. Expenses are based on the fund's current prospectus. The minimum initial investment is $1,000,000 for Class I shares.
The indexes are unmanaged and do not include any expenses, fees or sales charges. It is not possible to invest directly in an index.
For full engagement and impact methodology and disclosure, please visit calvert.com/methodology.
This material is provided solely for informational purposes and is intended only to illustrate certain relevant environmental, social and governance factors. This information does not constitute an offer to sell or the solicitation to buy securities. The information presented has been developed internally and/or obtained from sources believed to be reliable; however, Calvert does not guarantee the accuracy, adequacy or completeness of such information. Past performance is no guarantee of future results.
*Not all Calvert mutual funds are showcased in this tool. Only Calvert mutual funds that have impact metrics are shown. Impact metrics are updated quarterly with data provided by a combination of sources, including MSCI. Visit our mutual funds page for a complete listing of all our funds.
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