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Investment Process - Calvert Capital Accumulation Portfolio
This profile outlines the Calvert Capital Accumulation Fund advisor's investment process and strategy.
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1223 KB
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Investment Process - Calvert Global Alternative Energy Fund
Calvert Global Alternative Energy Fund is an all-market cap sector fund that invests in non-U.S. and U.S. stocks. KBC Asset Management International, Ltd. (KBC) of Dublin, Ireland manages the fund.
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945 KB
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Investment Process - Calvert Global Water Fund
Calvert Global Water Fund is an all-market-cap, water sector mutual fund that invests in non-U.S. and U.S. stocks. Calvert subadvisor KBC Asset Management International, Ltd (KBC) OF Dublin, Ireland manages the fund.
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179 KB
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Investment Process - Calvert Government Fund
Calvert Government Fund seeks to maximize income, to the extent consistent with preservation of capital, through investment in U.S. government debt securities. Calvert Asset Management Company, Inc. (CAMCO) manages the Fund.
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105 KB
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Investment Process - Calvert High Yield Bond Fund
Calvert High-Yield Bond Fund is managed by Calvert Asset Management Company, Inc. (CAMCO). The Fund primarily seeks a high current income through investments in high-yield bonds (sometimes called "junk bonds") with intermediate maturities.
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171 KB
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Investment Process - Calvert Income Funds: Short Duration Income, Income and Long-Term Income
This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for these long-term, intermediate-term, investment-grade bond and short-term corporate bond funds.
Date: 10/5/2009 |
Lit #IP10923
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164 KB
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Investment Process - Calvert International Opportunities Fund
Calvert International Opportunities Fund is an international mutual fund focusing on small- and mid-cap stocks in both developed and emerging markets. F&C Management Limited manages the Fund.
Date: 3/10/2010 |
Lit #IP10972
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156 KB
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Investment Process - Calvert Large Cap Growth Portfolio
Calvert subadvisor, Bridgeway Capital Management, Inc., combines active management with a disciplined, quantitative approach.
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855 KB
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Investment Process - Calvert Large Cap Value Fund
Calvert Large Cap Value managed by Calvert Asset Management Company, Inc. (CAMCO). primarily by using a bottom-up investment process to identify well-managed companies that are selling at a discount from their fair market value.
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884 KB
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Investment Process - Calvert New Vision Small Cap Portfolio
This profile outlines the Calvert New Vision Small Cap Fund advisor's investment process and strategy.
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1268 KB
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Investment Process - Calvert Short-Term Government Fund
Calvert Short-Term Government managed by Calvert Asset Management Company, Inc. (CAMCO). by using an investment process that seeks to capitalize on anticipated changes in yields on U.S. government debt with various maturities..
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137 KB
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Investment Process - Calvert Small and Mid Cap Value Funds
Learn about the time-tested intrinsic value approach of Eric McKissack of Channing Capital that seeks undervalued stocks of well-managed companies with attractive price-appreciation potential.
Date: 11/7/2007 |
Lit #7247
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872 KB
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Investment Process - Calvert Social Index Fund
This profile outlines Calvert Social Index Fund's investment process and strategy as managed by portfolio manager World Asset Management of Birmingham, MI.
Date: 10/16/2006 |
Lit #6325
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3105 KB
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Investment Process - Calvert Social Investment Fund Balanced Portfolio
Date: 6/30/2009 |
Lit #9125
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155 KB
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Investment Process - Calvert Social Investment Fund Bond Portfolio
This piece defines Calvert Asset Management Company's (CAMCO's) four-tiered management strategy.
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613 KB
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Investment Process - Calvert Social Investment Fund Enhanced Equity Portfolio
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152 KB
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Investment Process - Calvert Social Investment Fund Equity Portfolio
This profile outlines CSIF Equity Portfolio's investment process and strategy as managed by portfolio manager Atlanta Capital Management.
Date: 6/30/2009 |
Lit #IP10919
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194 KB
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Investment Process - Calvert Tax-Free Bond Fund
This investment process piece contains an explanation of the techniques and strategies that portfolio manager Tom Dailey and his team use to manage Calvert Tax-Free Bond Fund to strive to produce tax-exempt income.
Date: 8/6/2009 |
Lit #IP10913
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128 KB
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Investment Process - Calvert Ultra-Short Income Fund
This piece defines Calvert Asset Management Company's (CAMCO's) investment strategies for this Class A ultra-short duration bond fund.
Date: 6/30/2009 |
Lit #9136
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137 KB
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Investment Process - Calvert World Values International Equity Fund
This profile outlines the Calvert World Value International Equity Fund advisor's investment process and strategy.
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189 KB
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