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Investment Pools

All of the following mutual funds, administered by Calvert Group, seek to invest in companies that pass a range of social screens (e.g. environmental, labor, etc).

Calvert Social Investment Fund (CSIF) Money Market Portfolio invests in short-term securities including commercial paper, CDs and U.S Government agency issues. Only institutions with excellence in Community Reinvestment Act performance are considered. The Fund also invests up to 1% of its assets directly into community development banks and credit unions.

Calvert Social Investment Fund (CSIF) Bond Portfolio provides a competitive level of income through investment in fixed-income securities by corporations and government agencies. It may invest up to 1% of assets in community investment.

Calvert Conservative Allocation Fund seeks current income and capital appreciation, consistent with the preservation of capital. The Fund is subject to asset allocation risk, which is the chance that the selection by the investment advisor of underlying funds and the allocation of Fund assets to those funds will cause the Fund to underperform. The Fund shares the principal risks of each underlying fund in which it invests.

Calvert Moderate Allocation Fund seeks long-term capital appreciation and growth of income, with current income a secondary objective, consistent with the preservation of capital. The Fund is subject to asset allocation risk, which is the chance that the selection by the investment advisor of underlying funds and the allocation of Fund assets to those funds will cause the Fund to underperform. The Fund shares the principal risks of each underlying fund in which it invests.

Calvert Social Investment Fund (CSIF) Balanced Portfolio seeks to achieve a competitive total return and broad portfolio diversification through an actively managed portfolio of stocks, bonds and money market instruments, which offer income and capital growth opportunity and satisfy the Fund’s investment and social criteria. It may invest up to 1% in community investment and may also engage in social venture capital.

Calvert Social Investment Fund (CSIF) Enhanced Equity Portfolio seeks to achieve a rate of return that, over time and after expenses, exceeds the total return of the Russell 1000® Index. Using an enhanced index management strategy, the Fund seeks to identify stocks in the Index that offer superior earnings-growth potential but are undervalued by the market. Although the Fund attempts to mirror the Russell 1000® Index, its construction is not identical to the Russell 1000®. As a result, its performance may deviate from this Index. It is not possible to invest directly in an index. The performance of the Index is not reduced by the effects of sales charges or management expenses. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

Calvert Social Investment Fund (CSIF) Equity Portfolio seeks growth of capital through investment in the equity securities of issuers within industries perceived to offer opportunities for potential capital appreciation. The Fund’s manager applies top-down and fundamental analyses to identify high-quality growth stocks that are favorably priced. It may invest up to 1% in community investment. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

Calvert Social Index Fund seeks to match the performance of the Calvert Social Index™ (CSI). The CSI is a broad-based, rigorously constructed benchmark for measuring the performance of large cap and mid-cap US-based socially responsible companies. It may invest up to 1% in community investment and 1% in social venture capital. It is not possible to invest directly in an index. The performance of the Index is not reduced by the effects of sales charges or management expenses. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

Calvert Large Cap Growth Fund seeks to exceed the stock market total return primarily through capital appreciation, at a level of total risk roughly equal to that of the S&P 500 Index over longer periods of time. It may invest up to 1% of assets in community investment. The fund may own less than 60 securities, so the Fund's risk is increased because each investment has a greater impact on the Fund's performance. You could lose money on your investment in the Fund, or the Fund could underperform for any of the following reasons: the stock market goes down; the individual stocks in the Fund do not perform as well as expected, and/or the Fund's portfolio management practices might not work to achieve their desired result.

Calvert Capital Accumulation Fund seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks that meet the Fund’s investment and social criteria. The Fund uses a disciplined, growth-at-a-reasonable-price strategy. It may invest up to 3% in community investment and may also engage in social venture capital. Investing in mid-cap stocks involves a higher degree of risk than investing in large-cap stocks due to the volatility of the investments. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

Calvert Mid Cap Value Fund seeks long-term growth of capital through investment in undervalued, mid-cap stocks of well-managed U.S. companies perceived to offer attractive price-appreciation potential. The manager looks for companies with long-term growth potential that are selling at a significant discount relative to their fair market, or intrinsic, value. It may invest up to 1% in community investment. Investing in mid-cap stocks involves a higher degree of risk than investing in large-cap stocks due to the volatility of the investments. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

Calvert Aggressive Allocation Fund seeks long-term capital appreciation. The Fund is subject to asset allocation risk, which is the chance that the selection by the investment advisor of the underlying funds and the allocation of Fund assets to those funds will cause the Fund to underperform. The Fund shares the principal risks of each underlying fund in which it invests.

Calvert World Values International Equity Fund seeks to achieve a high total return consistent with reasonable risk, by investing primarily in a diversified, multinational portfolio of equity securities. Using the MSCI EAFE Index as a base, the manager seeks to invest in international, predominantly large-cap stocks with superior return potential. The Fund offers investors access to the world’s stock markets, and thus helps to broaden portfolio diversification. It may invest up to 3% in community investment and may also engage in social venture capital. Investing in foreign markets comes with risks not found when investing in US securities. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

Calvert Small Cap Value Fund* seeks long-term growth of capital through investment in undervalued, smaller-company U.S. stocks of well-managed companies perceived to offer attractive price-appreciation potential. The manager looks for companies with long-term growth potential that are selling at a significant discount relative to their fair market, or intrinsic, value. It may invest up to 1% in community investment. Investing in small-cap stocks involves a higher degree of risk than investing in large-cap stocks due to the volatility of the investments. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

Calvert New Vision Small Cap Fund seeks to provide long-term capital appreciation by investing primarily in small-cap stocks (currently those with a total capitalization of less than $2 billion at the time of the Fund’s initial investment) that meet the Fund’s investment and social criteria. The manager uses a disciplined, multi-factor investment approach to identify small-company stocks with strong business and earnings momentum trading at reasonable valuations. It may invest up to 1% in community investment. Investing in small cap funds involves a higher degree of risk than investing in large-cap stocks due to the volatility of investments. The Fund could underperform for any of the following reasons: the stock market goes down, the individual stocks in the Fund do not perform as well as expected, and/or the Fund’s portfolio management practices might not work to achieve their desired result.

* Donor Advisors recommending allocations to the Calvert World Values International Equity Fund, Calvert Small Cap Value Fund and Calvert New Vision Small Cap Fund should consider that these allocations will likely lead to significant volatility in assets available for grant making. These Pools are for the longer term and under most circumstances may not be appropriate for more than a 10% investment allocation.