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Home | Calvert Funds| Fund Information
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Click the links below to view Fund Profiles, which include Investment Objective, Management, Portfolio Characteristics, Investor Services, Account Minimums and Literature, updated monthly.

Use the links on the left to view complete distributions, holdings, proxy voting decisions, fund manager biographies, and more.

Asset Allocation Share
Class
Ticker
Symbol
CUSIP Fund
#
Balanced & Asset Allocation
Calvert Aggressive Allocation Fund A CAAAX 131618647 964
  C CAACX 131618621 657
Calvert Conservative Allocation Fund A CCLAX 131618696 962
  C CALCX 131618670 655
Calvert Moderate Allocation Fund A CMAAX 131618738 963
  C CMACX 131618712 656
Calvert Social Investment Fund Balanced Portfolio A CSIFX 131618100 905
  B CSLBX 131618845 245
  C CSGCX 131618506 605
Equity Share
Class
Ticker
Symbol
CUSIP Fund
#
International
Calvert Global Alternative Energy Fund A CGAEX 13161P847 971
  C CGACX 13161P821 666
Calvert International Opportunities Fund A CIOAX 131649881 972
  C COICX 131649865 651
Calvert World Values International Equity Fund A CWVGX 131649105 926
  B CWVBX 131649501 223
  C CWVCX 131649204 626
Large Cap
Calvert Large Cap Growth Fund A CLGAX 13161P102 934
  B CLGBX 13161P201 434
  C CLGCX 13161P300 636
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
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
Bond Share
Class
Ticker
Symbol
CUSIP Fund
#
Tax-Advantaged
Calvert National Municipal Intermediate Fund A CINMX 131616203 928
Calvert Tax-Free Reserves Limited-Term Portfolio A CTFLX 131620205 903
Calvert Tax-Free Reserves Long-Term Portfolio A CTTLX 131620304 913
Calvert Tax-Free Reserves Vermont Municipal Portfolio A CGVTX 131620700 924
Taxable
Calvert Income Fund A CFICX 131582207 908
  B CBINX 131582835 208
  C CIFCX 131582744 608
Calvert Long-Term Income Fund A CLDAX 131582710 929
Calvert Short Duration Income Fund A CSDAX 13161T104 923
  C CDICX 13161T302 623
Calvert Social Investment Fund Bond Portfolio A CSIBX 131618407 916
  B CBDBX 131618837 246
  C CSBCX 131618605 616
Calvert Ultra-Short Floating Income Fund A CULAX 131582611 970
Money Market Share
Class
Ticker
Symbol
CUSIP Fund
#
Money Market
Calvert First Government Money Market Fund A FVRXX 131577108 901
  B FGBXX 131577504 202
  C FVCXX 131577603 669
Calvert Social Investment Fund Money Market Portfolio A CSIXX 131618209 904
Calvert Tax-Free Reserves Money Market Fund A CTMXX 131620106 902
Insured Bank Product Share
Class
Ticker
Symbol
CUSIP Fund
#
Insured Account
Calvert Insured Plus Account A 912

 

 

 

Calvert mutual funds are underwritten and distributed by Calvert Distributors Inc., member FINRA, a subsidiary of Calvert Group, Ltd. 1-800-368-2748