Jump to: General Fund Information | Fund Company Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category |
General Fund Information - [Top]
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Ticker: CAACX |
General Fund Category: Equity Specialty |
Financial Objective: Long-term capital appreciation |
Specific ESG Focus: ESG performance is thoroughly reviewed based on core criteria, including governance and ethics, environment, workplace, product safety, human rights, Indigenous Peoples’ Rights and community relations. |
To invest, call: (800) 368-2748
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Disclaimer:
Investment in mutual funds involves risk, including the possible loss of principal invested. The Fund is subject to asset allocation risk, which is the chance that selection of, and allocation of assets to, the underlying funds will cause the Fund to underperform. The Fund shares the principal risks of each underlying fund in which it invests and pays a proportionate share of the operating expenses of those funds as well as the direct expenses of investing in the Fund. Asset allocation does not ensure a profit or protect against a loss.
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Fund Company Information - [Top]
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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
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Fund Company Information - [Top]
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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
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Account Minimums - [Top]
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Minimum Account:
$2,000
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Minimum IRA:
$1,000
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Methodology - [Top] |
Screening Venue:
In-house
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Screening Party: Calvert’s Sustainability Analysts
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Screening Database Used: Calvert Proprietary Database
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Screening Process: Calvert’s in-house professional research staff conducts the screening. This is a Fund of Funds product -- please refer to the screening process for the other Calvert Funds that are included in this Fund.
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Proxy Voting Information - [Top]
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| 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. |
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| 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]
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Products/Processes > Alcohol
Restricted investment
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Products/Processes > Animal Testing
Restricted investment
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Governance > Board Issues
Proactive investment
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Environment > Clean Tech
Proactive investment
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Social > Community Development
Proactive investment
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Products/Processes > Defense/Weapons
Restricted investment
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Social > Diversity & EEO
Proactive investment
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Environment > Environment/Other
Proactive investment
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Governance > Executive Pay
Proactive investment
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Gambling
Restricted investment
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Social > Human Rights
Restricted investment
Holdings are considered by the criteria relevant to the alternative energy sector, including specific issues related to human rights and indgenous peoples' rights.
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Indigenous Rights
Proactive investment
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Social > Labor Relations
Proactive investment
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Products/Services
Proactive investment
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Environment > Pollution & Toxics
Proactive investment
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Products/Processes > Tobacco
Restricted investment
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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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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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