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 |