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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:Growth
Assets: ($ millions) 

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Type:Small-Cap
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Fund Description
The Calvert New Vision Small Cap Fund seeks long-term capital appreciation by investing primarily in small cap stocks that meet the Fund's investment and social criteria. The Fund invests at least 80% of assets in the common stocks of small-cap companies with a market capitalization of $3 billion or less at the time of initial purchase. The Fund seeks to invest in companies that demonstrate positive environmental, social and governance performance. Criteria include: environment, work-place relations, human rights, indigenous peoples' rights, community relations, and positive product and business practices.
Social Issues11/30/17
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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 
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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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