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 International Opportunities Fund A


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

General Fund Information - [Top]
Ticker: CIOAX

General Fund Category: International, Global, Foreign
 
Specific Sizes or Types of Investments: Equity
 
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

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 (including markets outside of the U.S.) 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. Investment in foreign securities involves greater risks than U.S. investments, including political and economic risks and the risk of currency fluctuations. Investment in emerging market securities involves greater risk than that associated with investment in foreign securities of developed foreign countries.

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: Apply financial criteria first and then conduct social screening

Screening Venue: In-house and outside

Screening Party: Calvert’s Sustainability Analysts and F&C

Screening Database Used: Calvert Proprietary Database

Screening Process: Calvert’s in-house professional research staff conducts the screening. Calvert International Opportunities seeks to invest in companies that: Take positive steps to improve environmental management and performance, and provide innovative and forward-looking solutions to environmental problems through their products and services. Calvert will also consider investment in companies that are leaders in developing renewable energy and/or mitigating climate change, even though they may also be involved in nuclear power. However, Calvert will seek to avoid investing in companies that own or operate new nuclear power plants and/or do not meet Calvert’s rigorous standards of performance regarding the safety and security of their nuclear power operations; Demonstrate positive labor practices, including hiring and promoting women and ethnic minorities; respect the right to form unions and bargain collectively; comply, at a minimum, with domestic hour and wage laws; and provide good health and safety standards. We consider the International Labor Organization’s basic conventions on worker rights as a guideline for our labor criteria; 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. Calvert International Opportunities seeks to avoid investing in companies that: Directly contribute to the systematic denial of basic human rights; Demonstrate a pattern of employing forced, compulsory or child labor; Have poor environmental compliance and performance records and lack programs and policies to address environmental impacts; or whose business or operations threaten environmental sustainability; or own or operate new nuclear power plants; Have poor corporate governance or engage in harmful or unethical business practices; 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; 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; Derive more than 10% of revenues from the production of tobacco or alcohol products.

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 Restricted investment No investment in companies that own or operate new nuclear power plans, but may invest in companies with existing nuclear power if they are demonstrating leadership in alternative energy.
  • 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 Investments NOT SCREENED for this concern
  • 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
  • Products/Services 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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