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 Capital Accumulation 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: CWCBX

General Fund Category: Equity Mid-Small Cap
 
Specific Sizes or Types of Investments: Small and mid capitalization
 
Financial Objective: Seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks.
 
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 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. Prices of mid-cap stocks may respond to market activity differently from and can be more volatile than those of larger, more established companies. Mid-cap companies are more likely to have more limited product lines, fewer capital resources and less depth of management than larger companies. The Fund is nondiversified and compared to other funds, may invest more of its assets in a smaller number of companies, so that gains and losses on a single stock may have more impact on the Fund.

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 Holdings are considered by the criteria relevant to the alternative energy sector, including specific issues related to human rights and indgenous peoples' rights.
  • 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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