Calvert Funds Performance

Calvert introduced The Calvert Social Index renamed Calvert US Large Cap Core Responsible Index in June 2015 which is an unmanaged index that measures the performance of large US-based sustainable and responsible companies. In addition Calvert collected inflated asset-based fees.

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ESG Investing Helps Calvert Equity Top SP 500 By 50.

Calvert funds performance. Best Mutual Funds. Calvert Income Fund I CINCX. Take advantage of our responsible investment expertise through a broad array of mutual funds that can help you build diversified investment portfolios for goals ranging from retirement to education funding to general financial security.

Principal Risks Past Performance 2 CSIF Balanced 7 CSIF Equity 11 Calvert Social Index Fund 14 CSIF Enhanced Equity 19 Calvert Large Cap Growth 24 Calvert Capital Accumulation 29 Calvert World Values International Equity 34 Calvert New Vision Small Cap 38 Calvert Small Cap Value 42 Calvert Mid Cap Value 47 CSIF Bond 54 CSIF Money Market. 29 Zeilen Calvert Performance. Analyst rating as of Oct 20 2020.

Mitigate impact on all types of natural capital. Calvert Funds Environmental Sustainability and Resource Efficiency. The information contained in the links below was obtained from the underlying fund companies and has not been independently verified by the Bright Directions College Savings Program.

Overall Calverts sustainable funds drew strong asset flows in 2020. Fees are Below Average compared to funds in the same category. 1As of November 30 2020.

A Guide for Investors and Business on Human Rights. Data as of 12312020. Dollar-denominated debt securi- ties as assessed at the time of purchase.

Calvert Equity Fund has an expense ratio of 094 percent. Year to Date YTD returns are historical and are. 21 Zeilen Performance is for the stated time period only.

Calvert Equity Fund CSIEX a champion of ESG investing has been among the best mutual funds in. Quote Fund Analysis Performance Risk Price Portfolio People Parent. Due to market volatility the Funds current.

Joint research with George Serafeim of Harvard Business School examines the links between a companys strong ESG performance and their financial performance. Calvert Growth Allocation Fund. Performance information for the Calvert Equity Portfolio does not reflect the imposition of the sales charges or other fees and expenses Bright Directions imposes.

1As of November 30 2020. Talk to your advisor about responsible investing and Calvert funds. The fund has returned 2045 percent over the past year 1187 percent over the past three years 1168 percent over the past five years and 885 percent over the past decade.

The Refinitiv Lipper Fund Awards granted annually highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. 2015 Calvert collaborates to publish Investing the Rights Way. Calvert Equity A CSIEX.

Manage water scarcity and ensure efficient and equitable access to clean sources. The Calvert Funds then executed shareholder transactions at the wrong NAV and stated inaccurate performance figures. The Fund uses an active strategy seeking relative value to earn incremental income.

INVESTMENTS RISKS AND PERFORMANCE Principal Investment Strategies. On the whole sustainable funds significantly outperformed within their Morningstar peer groups in 2020 especially equity funds. Separately Calvert caused a violation of Section 17a of the Investment Company Act when.

29 Zeilen Standardized Performance. Reduce the negative impact of operations and practices on the environment. The Fund typically invests at least 65 of its net assets in investment grade US.

Asset managers with largest flows. The Refinitiv Lipper Fund Awards granted annually highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.

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