Calvert Funds (CSIFX)
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General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$550.3

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Type:Balanced
Expenses:0.94%
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E:27.23
Avg. P/B:5.89
Avg. YTM:18.11
Avg. Coupon Rate:3.55
Fund Description
The Calvert Social Investment Balanced Portfolio seeks a competitive total return through an actively managed portfolio of stocks, bonds and money market instruments which offer income and capital growth opportunity. The Fund typically invests about 60% of its net assets in stocks (primarily large-cap) and 40% in bonds or other fixed-income investments (wide variety). The Fund seeks to invest in companies that demonstrate positive environmental, social and governance performance. Criteria include: environment, work-place relations, human rights, indigenous peoples' rights, community relations, and positive product and business practices.
Social Issues03/31/18
Shareholder activism:YES
Community investment:YES
Environment:P
Human rights:P
Employment:P
Products and Services:P
Weapons:X
Animal testing:R
Nuclear power:X
Alcohol, tobacco & gambling:X/X/X
Other:Governance

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance03/31/18
  Fund Return Percentile Rank *
Year to date: -1.20% 65
1 Year: 6.75% 66
Annualized returns:
3 Year: 4.31% 68
5 Year: 7.07% 44
10 Year: 5.78% 56
Since inception: 7.56% 33
Inception date: 10/21/82  
Bear Market: -8.24%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics03/31/18
Alpha 3YR:-2.76
Alpha 5YR:-1.82
Beta 3YR:1.04
Beta 5YR:1.04
R. Squared 3YR:95.33
R. Squared 5YR:94.42
Sharpe 3YR:0.58
Sharpe 5YR:1.06
Std. Dev. 3YR:6.36
Std. Dev. 5YR:6.36
Sector Distribution 
Basic Industries4.73% 
Cap. Goods & Tech.17.41% 
Consumer Cyclicals8.61% 
Consumer Non-Cyclicals17.60% 
Energy6.49% 
Finance24.18% 
Miscellaneous10.79% 
Transportation0.91% 
Utilities9.28%