The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index.

Nasdaq

CMJIX

The fund invests primarily in common and preferred stocks of non-U.S. small-cap to mid-cap companies, which it defines as companies whose market capitalization falls within the range of the Morgan Stanley Capital International ("MSCI") Europe, Australasia and Far East ("EAFE") Small-Mid ("SMID") Index. It invests no more than 20% of its net assets in U.S. companies (excluding High Social Impact). The fund may enter into foreign currency derivatives to seek to hedge foreign currency exposure.

COIIX

CRFIX

The fund typically invests at least 65% of its net assets in investment grade, U.S. dollar-denominated debt securities, as assessed at the time of purchase. It may invest up to 35% of its net assets in below-investment grade, high-yield debt instruments (commonly known as "junk bonds"), including distressed instruments that are in default. The fund may also invest up to 25% of its net assets in foreign debt securities.

CSDAX

Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds. Bonds include debt securities of any maturity. At least 80% of the fund's net assets are invested in investment grade debt securities. The fund may also invest up to 25% of its net assets in foreign debt securities.

CSIBX

The investment seeks growth of capital through investment in stocks believed to offer opportunities for potential capital appreciation. The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities (common stock). It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. listed companies. The fund may invest up to 25% of its assets in U.S. dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks).

CSIEX

The investment seeks to achieve 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 and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock of large-cap companies.

CSIFX

Under normal market conditions, at least 80% of the income from the fund will be exempt from federal income tax. At least 65% of the fund's net assets normally will be invested in municipal obligations rated at least investment grade at the time of investment or, if unrated, determined by the investment adviser to be of at least investment grade quality. The fund may invest 25% or more of its total assets in certain types of municipal obligations and in one or more economic sectors.

CTTLX

The investment seeks positive absolute returns over a full market cycle, regardless of market conditions.  The fund seeks to achieve its investment objective through a flexible investment process that allocates investments across global fixed-income markets and uses various investment strategies. It is not constrained in its management relative to an index. Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in bonds and/or instruments (including derivative instruments) that provide exposure to bonds. Bonds include debt securities of any maturity.

CUBIX

The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (including borrowings for investment purposes) in a portfolio of floating-rate securities (e.g., corporate floating-rate securities) and securities with durations of less than or equal to one year. The manager generally defines ultra-short duration securities as those with durations of less than or equal to one year.

CULAX

The fund normally invests at least 80% of its assets, including borrowings for investment purposes, in equity securities of companies located in emerging market countries. It may invest in companies of any market capitalization but seeks to have market capitalization size characteristics similar to that of the MSCI Emerging Markets Index.

CVMIX

The fund normally invests at least 80% of its net assets, including borrowings for investment purposes, in equity securities of foreign companies (common and preferred stock and the depositary receipts on such stock). The managers define non-U.S. large-cap companies as those whose market capitalization falls within the range of the Morgan Stanley Capital International ("MSCI") Europe, Australasia and Far East ("EAFE") Index at the time of investment.

CWVGX

Under normal circumstances, the fund invests at least 80% of its net assets (including borrowings for investment purposes) in high-yield, high-risk bonds, also known as "junk" bonds ("80% Policy"). It invests primarily in high-yield, high-risk bonds, with varying maturities, including distressed securities that are in default. The fund also may invest in trust preferred securities, taxable municipal obligations and loans. In addition, it may invest up to 35% of its net assets in foreign debt securities.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
CMJIX	Calvert US Mid-Cap Core Responsible Index Fund	Mid Cap Blend Equities	Oct 30, 2015	0.24%	7.17%	—	0.99%
COIIX	Calvert International Opportunities Fund	Foreign Small & Mid Cap Equities	May 30, 2007	1.06%	0.65%	4.72%	1.76%
CRFIX	Calvert Focused Value Fund	Large Cap Value Equities	Apr 28, 2022	0.74%	10.46%	—	0.92%
CSDAX	Calvert Short Duration Income Fund	Short-Term Bond	Jan 31, 2002	0.76%	1.36%	1.98%	4.30%
CSIBX	Calvert Bond Fund	Intermediate Core-Plus Bond	Aug 24, 1987	0.73%	-0.25%	1.84%	4.25%
CSIEX	Calvert Equity Fund	Large Cap Growth Equities	Aug 24, 1987	0.91%	5.98%	13.45%	1.69%
CSIFX	Calvert Balanced Fund	Diversified Portfolio	Oct 20, 1982	0.91%	8.09%	7.77%	2.21%
CTTLX	Calvert Responsible Municipal Income Fund	Municipal Bonds	Aug 22, 1983	0.75%	-0.19%	1.79%	2.81%
CUBIX	Calvert Flexible Bond Fund	Nontraditional Bonds	Sep 29, 2014	0.66%	2.09%	—	5.45%
CULAX	Calvert Ultra-Short Duration Income Fund	Ultrashort Bond	Oct 31, 2006	0.72%	1.98%	1.68%	4.80%
CVMIX	Calvert Emerging Markets Equity Fund	Emerging Markets Diversified	Oct 30, 2012	0.99%	8.96%	4.12%	0.84%
CWVGX	Calvert International Equity Fund	Foreign Large Cap Equities	Jul 1, 1992	1.14%	6.77%	5.08%	0.75%
CYBIX	Calvert High Yield Bond Fund	High Yield Bonds	Jul 9, 2001	0.76%	1.83%	3.07%	5.50%

Calvert Research and Management Mutual Funds List

Risk vs. Return Scatterplot