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
PDF Download  Download as PDF for Printing
Select a Fund to View Fund Profile:

Calvert Global Alternative Energy Fund I


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

General Fund Information - [Top]
Ticker: CAEIX

General Fund Category: International, Global, Foreign
 
Financial Objective: Long-term growth of capital
 
Specific ESG Focus: The Calvert Alternative Energy Fund is among a group of Calvert’s investment portfolios that selectively invest in companies that produce products and services designed to solve some of today’s most pressing sustainability challenges. This particular fund has criteria that reflect the over-arching issues of, and opportunities in, the alternative energy sector.

To invest, call: (800)368-2748

Disclaimer: Investment in mutual funds involves risk, including the possible loss of principal invested. The Fund is subject to the risk that stocks that comprise the energy sector may decline in value, and the risk that prices of energy (including traditional sources such as oil, gas or electricity) or alternative energy may decline. The stock markets in which the Fund invests may also experience periods of volatility and instability. In addition, shares of the companies involved in the energy industry have been more volatile than shares of companies operating in other, more established industries. Consequently, the Fund may tend to be more volatile than other mutual funds. Lastly, foreign investments involve greater risks than U.S. investments, including political and economic risks and the risk of currency fluctuations.

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:  $1,000,000
Minimum IRA:  N/A

Methodology - [Top]

Screening Venue: In-house and outside

Screening Party: Calvert’s Sustainability Analysts and KBC Asset Mg

Screening Database Used: Calvert Proprietary Database

Screening Process: Calvert’s in-house professional research staff conducts the screening. Calvert Global Alternative Energy seeks to invest in companies that: Demonstrate leadership in providing solutions to the climate change crisis through renewable energy and other alternative environmental technologies; Take positive steps to improve environmental management and performance, and provide innovative solutions to environmental problems through their products, services and emerging technologies; Treat their employees with dignity and respect in the workplace; Observe appropriate international human rights standards and respect the rights of indigenous peoples; 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 of the communities where they operate and are responsive to stakeholder concerns and expectations; Exhibit sound policies and practices with respect to corporate governance and business practices. Calvert Global Alternative Energy seeks to avoid investing in companies that: Contribute directly to the systematic denial of basic human rights; Maintain poor environmental compliance and performance practices; Demonstrate poor corporate governance or engage in unethical business practices; Own or operate new nuclear power plants.

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 Investments NOT SCREENED for this concern
  • Products/Processes > Animal Testing Investments NOT SCREENED for this concern
  • Governance > Board Issues Investments NOT SCREENED for this concern
  • Environment > Clean Tech Restricted investment No new nuclear
  • Social > Community Development Investments NOT SCREENED for this concern
  • Products/Processes > Defense/Weapons Investments NOT SCREENED for this concern
  • Social > Diversity & EEO Investments NOT SCREENED for this concern
  • Environment > Environment/Other Proactive investment
  • Governance > Executive Pay Investments NOT SCREENED for this concern
  • Gambling Investments NOT SCREENED for this concern
  • Social > Human Rights Proactive investment Holdings are considered by the criteria relevant to the alternative energy sector, including specific issues related to human rights and indgenous peoples' rights.
  • Social > Labor Relations Investments NOT SCREENED for this concern
  • Environment > Pollution & Toxics Proactive investment
  • Products/Processes > Tobacco Investments NOT SCREENED for this concern

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.

PDF DownloadDownload as PDF for Printing