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Calvert Funds 
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
(800) 368-2745www.calvert.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions) 

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Type:Large-Cap
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Fund Description
The Calvert Social Investment Fund Enhanced Equity Portfolio seeks a total return after expenses, which exceeds over time the total return of the Russell 1000 Index. It seeks to obtain this objective while maintaining risk characteristics similar to those of the Russell 1000 Index and through investments in stocks that meet the Fund's investment and social criteria. The Russell 1000 Index measures the performance of the 1,000 largest U.S. companies based on total market capitalization. The Fund may purchase stocks not in the Russell 1000 Index, but at least 65% of the Fund's total assets will be invested in stocks that are in the Index.
Social Issues11/30/17
Shareholder activism:
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Environment:
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Alcohol, tobacco & gambling:
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P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance11/30/17
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MPT Statistics11/30/17
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Sectors Pie Chart 
No fund sectors available

 

 
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