Socially Responsible Mutual Fund Charts: Fund Profiles

Fund Profiles: A full summary of each individual fund, including methodology, detailed screening information, general company description, proxy voting access, and financial cost to begin investment.

Financial Performance Screening & Advocacy Proxy Voting Account Minimums Fund Profiles
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Calvert Large Cap Growth B


Jump to: General Fund Information | Fund Company Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category

General Fund Information - [Top]
Ticker: CLGBX

General Fund Category: Equity Large Cap
 
Specific Sizes or Types of Investments: Large capitalization
 
Financial Objective: Seeks to exceed the stock market total return primarily through capital appeciation.
 
Specific ESG Focus: Emphasizes strategic engagement to advance environment, social and governance performance in companies that may not meet certain standards today, but have the potential to improve.

To invest, call: (800)368-2748

Disclaimer: Investment in mutual funds involves risk, including possible loss of principal invested. You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the stock market may decline in value; the individual stocks in the Fund may not perform as well as expected; and/or the Fund’s portfolio management practices may not work to achieve their desired result. The market may not recognize a security’s intrinsic value for a long time or that a stock judged to be undervalued may actually be appropriately priced. Large-cap companies may be unable to respond quickly to new competitive challenges, such as changes in technology, and also may not be able to attain the high growth rate of successful smaller companies, especially during periods of economic expansion.

Fund Company Information - [Top]
Calvert -- Investments that Make a Difference®

Established in 1976, Calvert is a diversified investment management firm serving individual and institutional investors. Offers a wide array of products including more than 40 equity and fixed income mutual funds, workplace retirement options, and a national 529 college savings program. Recognized as a leader in taxable bond investing, Calvert also manages the largest family of mutual funds in the US that feature integrated environmental, social, and governance research.

4550 Montgomery Ave., Ste. 1000
Bethesda, Maryland 20814
United States
Phone: (800)CAL-VERT
Fax: (301)208-1399
http://www.calvert.com

Fund Company Information - [Top]
Calvert -- Investments that Make a Difference®

Established in 1976 Calvert is a diversified investment management firm serving individual and institutional investors. We offer a wide array of products including more than 40 equity and fixed income mutual funds, workplace retirement options, and a national 529 college savings program. Recognized as a leader in taxable bond investing, Calvert also manages the largest family of mutual funds in the U.S. that feature integrated environmental, social, and governance research.

4550 Montgomery Ave., Ste. 1000
Bethesda, Maryland 20814
United States
Phone: (800)CAL-VERT
Fax: (301)208-1399
http://www.calvert.com

Account Minimums - [Top]
Minimum Account:  $2,000
Minimum IRA:  $1,000

Methodology - [Top]

Primary Qualification: Applies the financial and social screens simultaneously

Screening Venue: In-house

Screening Party: Calvert’s Sustainability Analysts

Screening Database Used: Calvert Proprietary Database

Screening Process: Calvert’s in-house professional research staff conducts the screening. The Funds seek to invest in companies that: Demonstrate good environmental compliance and performance records, develop and market innovative products and services, and embrace and advance sustainable development; Provide safe and healthy work environments; negotiate fairly with their workers; treat their employees with dignity and respect; and provide opportunities for women, minorities, and others who have been discriminated against or denied equal opportunities; Uphold corporate responsibility abroad, as well as at home, by developing and observing appropriate human rights standards; Respect the rights of indigenous peoples and their territories, cultures, environment, and livelihood; Produce or market products and services that are safe and enhance the health or quality of life of consumers; Contribute to the quality of life in the communities where they operate, such as through corporate philanthropy and employee volunteerism; Exhibit sound corporate governance and business ethics policies and practices, including independent and diverse boards, independent auditors, respect for shareholder rights, and good legal and regulatory compliance records. The Funds seek to avoid investing in companies that: Are the subject of serious labor related actions by federal, state or local regulatory agencies; Have recent significant environmental fines or violations; are significantly responsible for environmental accidents; or own or operate nuclear power plants or have substantial contracts to supply key components in the nuclear power process; Have serious and persistent human rights problems or directly support governments that systematically deny human rights; Have a pattern and practice of violating the rights of indigenous peoples; Develop genetically-modified organisms for environmental release without countervailing social benefits such as demonstrating leadership in promoting safety, protection of indigenous rights, the interests of organic farmers and the interests of developing countries generally; Abuse animals, cause unnecessary suffering and death of animals, or whose operations involve the exploitation or mistreatment of animals; Manufacture tobacco products; Manufacture, design, or sell weapons or the critical components of weapons that violate international humanitarian law; or manufacture, design, or sell inherently offensive weapons, as defined by the Treaty on Conventional Armed Forces in Europe and the UN Register on Conventional Arms, or the munitions designed for use in such inherently offensive weapons; Manufacture or sell firearms and/or ammunition; Are significantly involved in the manufacture of alcoholic beverages; Have direct involvement in gambling operations; Have poor corporate governance or engage in harmful or unethical business practices. With respect to U.S. government securities, CSIF invests primarily in debt obligations issued or guaranteed by agencies or instrumentalities of the U.S. Government whose purposes further, or are compatible with, the Fund’s social criteria, such as obligations of the Student Loan Marketing Association, rather than general obligations of the U.S. Government, such as Treasury securities.

Proxy Voting Information - [Top]


Proxy Voting guidelines or policies are available in printed form by request. Call fund company. (800)CAL-VERT
Also available online at http://www.calvert.com/Documents/proxy_voting_guidelines_new.pdf.

Proxy Voting records are available in printed form by request. Call fund company. (800)CAL-VERT
Also available online at http://vds.issproxy.com/SearchPage.php?CustomerID=1641.

Specific Screening Information by Category - [Top]

  • Products/Processes > Alcohol Restricted investment
  • Products/Processes > Animal Testing Restricted investment
  • Governance > Board Issues Proactive investment
  • Environment > Clean Tech Proactive investment
  • Social > Community Development Proactive investment
  • Products/Processes > Defense/Weapons Restricted investment
  • Social > Diversity & EEO Proactive investment
  • Environment > Environment/Other Proactive investment
  • Governance > Executive Pay Proactive investment
  • Gambling Restricted investment
  • Social > Human Rights Restricted investment Avoids investing in companies that directly support governments that systematically deny human rights, including those under international and/or US sanction for human rights abuses.
  • Indigenous Rights Proactive investment
  • Social > Labor Relations Proactive investment
  • Products/Services Proactive investment
  • Environment > Pollution & Toxics Proactive investment
  • Products/Processes > Tobacco Restricted investment

For more information on any Calvert mutual fund, please contact your financial advisor or call Calvert at 800.368.2748 for a free prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money. Calvert Distributors, Inc., member NASD, a subsidiary of Calvert Group, Ltd.

For more information on any Calvert mutual fund, please contact your financial advisor or call Calvert at (800)368-2748 for a free prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money. Calvert Distributors, Inc., member NASD, a subsidiary of Calvert Group, Ltd.

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