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 Global Water Fund Y


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

General Fund Information - [Top]
Ticker: CFWYX

General Fund Category: International, Global, Foreign
 
Financial Objective: Growth of capital
 
Specific ESG Focus: The Calvert Global Water 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 water sector.

To invest, call: 1-800-368-2748

Disclaimer: The Fund is subject to the risk that stocks that comprise the water sector may decline in value. The water industry can be significantly affected by common economic trends, such as the availability of water, the level of rainfall and consumption, and other climatic events, in addition to environmental considerations, taxation, and government regulation (including the cost of compliance). The Fund is non-diversified and may invest more of its assets in a smaller number of companies; therefore, gains or losses on a single stock may have greater impact on the Fund. The stock markets in which the Fund invests may also experience periods of volatility and instability. 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:  $2,000
Minimum IRA:  N/A

Methodology - [Top]

Screening Venue: In-house and outside

Screening Party: Calvert's Sustainability Analysts & KBC Asset Mmgt

Screening Database Used: Calvert Proprietary Database

Screening Process: Calvert’s in-house professional research staff conducts the screening. The Fund seeks to invest in companies that produce or market safe water-related products, services and technologies that enhance access and affordability, public health, and quality of life. Calvert believes that equitable access to water is a fundamental human right. The Fund will take into account the specific human rights and Indigenous Peoples’ Rights issues related to the sector, as well as those pertaining to environmental as well as governance commitments and performance. In seeking the Fund’s investment objective, investments for the Fund are selected for financial soundness as well as evaluated according to the Fund’s threshold responsibility standards with respect to tobacco, weapons and human rights. Investments for the Fund must be consistent with the Fund’s current financial criteria and threshold responsibility standards. The Fund has the following threshold responsibility standards, which are applied in determining whether a security qualifies as an nvestment for the Fund: The Fund will seek to avoid investing in companies that manufacture tobacco products; The Fund will seek to avoid investing in companies that manufacture, design or sell weapons or the critical components of weapons that violate international humanitarian law or that are inherently offensive weapons; The Fund will critically evaluate companies that contribute directly to governments that are under U.S. or international sanction for grave human rights abuses such as genocide or forced labor.

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 Proactive investment
  • Social > Community Development Investments NOT SCREENED for this concern
  • Products/Processes > Defense/Weapons Restricted investment
  • 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 considered by the criteria relevant to the water sector, including specific issues related to human rights and indigenous peoples' rights.
  • Indigenous Rights Proactive investment
  • Social > Labor Relations Investments NOT SCREENED for this concern
  • 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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