The investment seeks current income and capital appreciation, consistent with the preservation of capital. The fund is a fund of funds and seeks to achieve the objectives by investing in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It intends to invest 20% to 40% of net assets in Calvert funds that invest primarily in equity securities, 60% to 80% in Calvert Bond Portfolio, and 0% to 10% in Calvert Money Market Portfolio.
Fund filings (PDF) »
Natalie Trunow (Started: Sep 30, 2008)
# Contact ?>
Calvert Investments, Inc., 4550 Montgomery Ave. Suite 1000N., Bethesda, MD 20814