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Calvert Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
Calvert Funds CALVERT AGRESSIVE ALLOCATION CL A 131618647 CAAAX Mutual Fund   Growth  $           2000  $             250  $           1000 0.43 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT AGRESSIVE ALLOCATION CL C 131618621 CAACX Mutual Fund   Growth  $           2000  $             250  $           1000 1.72 1 1.00 No Yes 30 Y
Calvert Funds CALVERT CAPITAL ACCUMULATION CLASS A 131649303 CCAFX Mutual Fund   Growth  $           2000  $             250  $           1000 1.65 0.35 4.75 Yes Yes 30 Y
Calvert Funds CALVERT CAPITAL ACCUMULATION CLASS B 131649600 CWCBX Mutual Fund   Growth  $           2000  $             250  $           1000 2.56 1 5.00 No Yes 30 Y
Calvert Funds CALVERT CAPITAL ACCUMULATION CLASS C 131649402 CCACX Mutual Fund   Growth  $           2000  $             250  $           1000 2.41 1 1.00 No Yes 30 Y
Calvert Funds CALVERT CONSERVATIVE ALLOCATION CL C 131618670 CALCX Mutual Fund   Growth and Income  $           2000  $             250  $           2000 1.85 1 1.00 No Yes 30 Y
Calvert Funds CALVERT CONSERVATIVE ASSET ALLOCATION A 131618696 CCLAX Mutual Fund   Growth and Income  $           2000  $             250  $           1000 0.44 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT EQUITY SOCIAL INVST CLASS A 131618308 CSIEX Mutual Fund   Growth  $           1000  $             250  $           2500 1.2 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT GLOBAL ALTER NATIVE ENERGY FUND A 13161P847 CGAEX Mutual Fund   Growth  $           2000  $             250  $           1000 1.85 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT GLOBAL ALTERNATIVE ENERGY C 13161P821 CGACX Mutual Fund   Growth  $           2000  $             250  $           1000 2.85 1 1.00 No Yes 30 Y
Calvert Funds CALVERT GLOBAL WATER FUND CL A 13161P797 CFWAX Mutual Fund   Growth  $           2000  $             250  $           1000 0 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT GLOBAL WATER FUND CLASS C 13161P789 CFWCX Mutual Fund   Growth  $           2000  $             250  $           2000 0 1 1.00 No Yes 30 Y
Calvert Funds CALVERT GOVERNMENT FUND CL A 131582546 CGVAX Mutual Fund   Income  $           2000  $             250  $           1000 -999 0.25 3.75 Yes Yes 30 N
Calvert Funds CALVERT GOVERNMENT FUND CL C 131582538 CGVCX Mutual Fund   Income  $           2000  $             250  $           1000 -999 1 1.00 No Yes 30 N
Calvert Funds CALVERT HIGH YIELD BOND CLASS A 131582454 CYBAX Mutual Fund   Corporate Bond - High Yield  $           2000  $             250  $           2000 1.49 0.25 3.75 Yes Yes 30 Y
Calvert Funds CALVERT INCOME CLASS C 131582744 CIFCX Mutual Fund   Corporate Bond - General  $           2000  $             250  $           1000 1.85 1 1.00 No Yes 30 Y
Calvert Funds CALVERT INCOME FUND CL Y 131582553 CIFYX Mutual Fund   Corporate Bond - General  $           2000  $             250  $           1000 0.9 0 None No Yes 30 Y
Calvert Funds CALVERT INCOME FUND CLASS A 131582207 CFICX Mutual Fund   Corporate Bond - General  $           2000  $             250  $           1000 1.16 0.25 3.75 Yes Yes 30 Y
Calvert Funds CALVERT INCOME FUND CLASS B 131582835 CBINX Mutual Fund   Corporate Bond - General  $           2000  $             250  $           1000 2 1 4.00 No Yes 30 Y
Calvert Funds CALVERT INCOME FUND CLASS I 131582793 CINCX Mutual Fund   Corporate Bond - General  $           1000000  $             -  $           1000000 0.53 0 None No Yes 7 Y
Calvert Funds CALVERT INTERNATL OPPORTUNITIES CL Y 131649832 CWVYX Mutual Fund   Growth  $           1000  $             -  $           1000 -999 0 None No Yes 30 N
Calvert Funds CALVERT INTERNAT- Mutual Fund - L OPPORTUNITIES FUND A 131649881 CIOAX Mutual Fund   Growth  $           2000  $             250  $           1000 1.66 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT INTL OPPORTUNITIES CL C 131649865 COICX Mutual Fund   Growth  $           2000  $             250  $           1000 2.5 1 1.00 No Yes 30 Y
Calvert Funds CALVERT LARGE CAP GROWTH CL I 13161P409 CLCIX Mutual Fund   Growth  $           1000000  $             250  $           1000 0.91 0 None No Yes 7 Y
Calvert Funds CALVERT LARGE CAP GROWTH CL Y 13161P763 CLGYX Mutual Fund   Growth  $           1000  $             -  $           1000 -999 0 None No Yes 30 N
Calvert Funds CALVERT LARGE CAP GROWTH CLASS A 13161P102 CLGAX Mutual Fund   Growth  $           2000  $             250  $           1000 1.49 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT LARGE CAP GROWTH CLASS B 13161P201 CLGBX Mutual Fund   Growth  $           2000  $             250  $           1000 2.33 1 5.00 No Yes 30 Y
Calvert Funds CALVERT LARGE CAP GROWTH CLASS C 13161P300 CLGCX Mutual Fund   Growth  $           2000  $             250  $           1000 2.21 1 1.00 No Yes 30 Y
Calvert Funds CALVERT LARGE CAP VALUE CLASS A 131619504 CLVAX Mutual Fund   Growth  $           2000  $             250  $           500 1.15 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT LARGE CAP VALUE FUND CL C 131619801 CLVCX Mutual Fund   Growth  $           2000  $             250  $           1000 -999 1 1.00 No Yes 30 N
Calvert Funds CALVERT LARGE CAP VALUE FUND CL Y 131619702 CLVYX Mutual Fund   Growth  $           2000  $             250  $           1000 0.9 0 None No Yes 30 N
Calvert Funds CALVERT LONG-TERM INCOME CL A 131582710 CLDAX Mutual Fund   Income  $           2000  $             250  $           1000 1.25 0.25 3.75 Yes Yes 30 Y
Calvert Funds CALVERT MID CAP VALUE FD CL A 13161P607 CMVAX Mutual Fund   Growth  $           1000  $             250  $           1000 1.59 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT MID CAP VALUE FD CLASS C 13161P870 CMVCX Mutual Fund   Growth  $           1000  $             250  $           1000 2.59 1 1.00 No Yes 30 Y
Calvert Funds CALVERT MODERATE ALLOCATION CL C 131618712 CMACX Mutual Fund   Growth and Income  $           2000  $             250  $           2000 1.48 1 1.00 No Yes 30 Y
Calvert Funds CALVERT MODERATE ASSET ALLOCATION A 131618738 CMAAX Mutual Fund   Growth and Income  $           2000  $             250  $           1000 0.71 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT NEW VISION SMALL CAP CLASS A 131582850 CNVAX Mutual Fund   Small Company  $           2000  $             250  $           1000 1.74 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT NEW VISION SMALL CAP CLASS B 131582827 CNVBX Mutual Fund   Small Company  $           2000  $             250  $           1000 2.8 1 5.00 No Yes 30 Y
Calvert Funds CALVERT NEW VISION SMALL CAP CLASS C 131582504 CNVCX Mutual Fund   Small Company  $           2000  $             250  $           1000 2.6 1 1.00 No Yes 30 Y
Calvert Funds CALVERT NEW VISION SMALL CAP FD CL I 131582819 CVSMX Mutual Fund   Small Company  $           1000000  $             2500  $           - 0.92 0 None No Yes 7 N
Calvert Funds CALVERT SHORT DURATION INC CL A 13161T104 CSDAX Mutual Fund   Corporate Bond - General  $           2000  $             250  $           1000 1.08 0.25 2.75 Yes Yes 30 Y
Calvert Funds CALVERT SHORT DURATION INC FD I 13161T401 CDSIX Mutual Fund   Corporate Bond - General  $           1000000  $             2500  $           1000000 0.75 0 None No Yes 7 Y
Calvert Funds CALVERT SHORT DURATION INCOME CL Y 131582561 CSDYX Mutual Fund   Corporate Bond - General  $           2000  $             250  $           1000 0.93 0 None No Yes 30 Y
Calvert Funds CALVERT SHORT TERM GOV CLASS A 131582496 CTGAX Mutual Fund   Government Bond - General  $           2000  $             250  $           2000 0.98 0.25 2.75 Yes Yes 30 Y
Calvert Funds CALVERT SHRT DURATIO INCOME CL C 13161T302 CDICX Mutual Fund   Corporate Bond - General  $           2000  $             250  $           1000 1.87 1 1.00 No Yes 30 Y
Calvert Funds CALVERT SMALL CAP VALUE FD CL A 13161P508 CCVAX Mutual Fund   Growth  $           1000  $             250  $           1000 1.69 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT SMALL CAP VALUE FUND CL C 13161P805 CSCCX Mutual Fund   Growth  $           1000  $             250  $           2000 2.69 1 1.00 No Yes 30 Y
Calvert Funds CALVERT SMALL CAP VALUE FUND CL I 13161P862 CSVIX Mutual Fund   Growth  $           1000000  $             1000  $           - 0.92 0 None No Yes 7 Y
Calvert Funds CALVERT SOCIAL BOND CLASS C 131618605 CSBCX Mutual Fund   Corporate Bond - High Quality  $           1000  $             250  $           1000 1.89 1 1.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL ENHANCED EQ PORT A 131618803 CMIFX Mutual Fund   Growth  $           5000  $             250  $           1000 1.24 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT SOCIAL ENHANCED EQ PORT C 131618878 CMICX Mutual Fund   Growth  $           5000  $             250  $           1000 2.1 1 1.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INDEX CLASS A 131582785 CSXAX Mutual Fund   Growth  $           5000  $             250  $           2000 0.75 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT SOCIAL INDEX CLASS B 131582777 CSXBX Mutual Fund   Growth  $           5000  $             250  $           2000 1.75 1 5.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INDEX CLASS C 131582769 CSXCX Mutual Fund   Growth  $           5000  $             250  $           2000 1.75 1 1.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INDEX FUND CL I 131582751 CISIX Mutual Fund   Growth  $           1000000  $             -  $           1000000 0.21 0 None No Yes 7 N
Calvert Funds CALVERT SOCIAL INVESTMENT BOND Y 131618597 CSIYX Mutual Fund   Corporate Bond - High Quality  $           1000  $             -  $           1000 -999 0 None No Yes 30 N
Calvert Funds CALVERT SOCIAL INVESTMENT EQUITY Y 131618589 CIEYX Mutual Fund   Growth  $           1000  $             -  $           1000 -999 0 None No Yes 30 N
Calvert Funds CALVERT SOCIAL INVST BALANCED CLASS A 131618100 CSIFX Mutual Fund   Balanced  $           1000  $             250  $           1000 1.2 0.24 4.75 Yes Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST BALANCED CLASS B 131618845 CSLBX Mutual Fund   Balanced  $           1000  $             250  $           1000 2.18 1 5.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST BALANCED CLASS C 131618506 CSGCX Mutual Fund   Balanced  $           1000  $             250  $           1000 2.08 1 1.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST BOND CL B 131618837 CBDBX Mutual Fund   Corporate Bond - High Quality  $           1000  $             250  $           1000 2.06 1 4.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST BOND PORTFOLIO CL A 131618407 CSIBX Mutual Fund   Corporate Bond - High Quality  $           1000  $             250  $           1000 1.1 0.2 3.75 Yes Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST ENHANCED EQ PORT B 131618886 CDXBX Mutual Fund   Growth  $           5000  $             250  $           1000 2.3 1 5.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST EQUITY B 131618852 CSEBX Mutual Fund   Growth  $           1000  $             250  $           1000 2.05 1 5.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST EQUITY CLASS C 131618704 CSECX Mutual Fund   Growth  $           1000  $             250  $           1000 1.96 1 1.00 No Yes 30 Y
Calvert Funds CALVERT SOCIAL INVST FUND EQUITY CL I 131618795 CEYIX Mutual Fund   Growth  $           1000000  $             100  $           1000000 0.67 0 None No Yes 7 Y
Calvert Funds CALVERT SOCIAL INVT BOND PORT CL I 131618787 CBDIX Mutual Fund   Corporate Bond - High Quality  $           1000000  $             -  $           1000000 0.51 0 None No Yes 7 Y
Calvert Funds CALVERT TAX FREE RESVS LONG TERM CL A 131620304 CTTLX Mutual Fund   Municipal Bond - National  $           2000  $             250  $           2000 0.92 0.09 3.75 Yes Yes 30 Y
Calvert Funds CALVERT ULTRA SHORT INCOME FUND CLASS A 131582611 CULAX Mutual Fund   Income  $           2000  $             250  $           1000 0.89 0.25 1.25 Yes Yes 7 Y
Calvert Funds CALVERT WORLD VAL INTL EQTY PORT CL I 131649808 CWVIX Mutual Fund   Foreign Stock  $           1000000  $             100  $           1000000 0.97 0 None No Yes 7 Y
Calvert Funds CALVERT WORLD VALUES INTERNATL EQUITY B 131649501 CWVBX Mutual Fund   Foreign Stock  $           2000  $             250  $           1000 2.6 1 5.00 No Yes 30 Y
Calvert Funds CALVERT WORLD VALUES INTERNTL EQUITY A 131649105 CWVGX Mutual Fund   Foreign Stock  $           2000  $             250  $           1000 1.63 0.25 4.75 Yes Yes 30 Y
Calvert Funds CALVERT WORLD VALUES INTERNTL EQUITY C 131649204 CWVCX Mutual Fund   Foreign Stock  $           2000  $             250  $           1000 2.45 1 1.00 No Yes 30 Y
Calvert Funds CALVERT WRLD VALUES INTERNATIONAL EQ Y 131649840 CWEYX Mutual Fund   Foreign Stock  $           1000  $             -  $           1000 -999 0 None No Yes 30 N
Calvert Funds CALVERT HIGH YIELD BOND CLASS I 131582439 CYBIX Mutual Fund   Corporate Bond - High Yield  $           1000000  $             250  $           1000000 1.24 0 None Yes Yes Y N
Calvert Funds CALVERT SHORT TERM GOV CLASS I 131582470 CSTIX Mutual Fund   Government Bond - General  $           1000000  $             250  $           500 0.73 0 None Yes Yes Y N



 








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