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Mutual Funds

Calvert

Exchange Hours Website
9:30 - 15:59 ET www.calvert.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
CALVERT RESPONSIBLE MUNICIPAL INC FD A CTTLX USD 1,000 USD 0 Bond Front-End Load CLASS A No
CALVERT INCOME FUND CL A CFICX USD 1,000 USD 0 Bond Front-End Load CLASS A No
CALVERT BOND FUND CLASS A CSIBX USD 1,000 USD 0 Bond Front-End Load CLASS A No
CALVERT EQUITY FUND CLASS A CSIEX USD 1,000 USD 0 N/A Front-End Load CLASS A No
CALVERT INTERNATIONAL EQUITY FD CL A CWVGX USD 1,000 USD 0 Stock Front-End Load CLASS A No
CALVERT MID-CAP FUND CLASS A CCAFX USD 1,000 USD 0 N/A Front-End Load CLASS A No
CALVERT MID-CAP FUND CLASS C CCACX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT EQUITY FUND CLASS C CSECX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT BALANCED FUND CLASS C CSGCX USD 1,000 USD 0 Balanced Level Load CLASS C No
CALVERT INTERNATIONAL EQUITY FD CL C CWVCX USD 1,000 USD 0 Stock Level Load CLASS C No
CALVERT EQUITY FUND CLASS I CEYIX USD 250,000 USD 0 N/A No Load CLASS I Yes
CALVERT BOND FUND CLASS I CBDIX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT INTERNATIONAL EQUITY FD CL I CWVIX USD 250,000 USD 0 Stock No Load CLASS I Yes
CALVERT MID-CAP FUND CLASS I CCPIX USD 250,000 USD 250,000 N/A No Load CLASS I Yes
CALVERT BALANCED FUND CLASS I CBAIX USD 250,000 USD 0 Balanced No Load CLASS I Yes
CALVERT INCOME FUND CL I CINCX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT BOND FUND CLASS C CSBCX USD 1,000 USD 0 Bond Level Load CLASS C No
CALVERT US LARGE-CAP CORE RESPONS INDX A CSXAX USD 5,000 USD 0 N/A Front-End Load CLASS A No
CALVERT US LARGE-CAP CORE RESPONS INDX C CSXCX USD 5,000 USD 0 N/A Level Load CLASS C No
CALVERT US LARGE-CAP CORE RESPONS INDX I CISIX USD 100,000 USD 0 N/A No Load CLASS I Yes
CALVERT HIGH YIELD BOND FD CL I CYBIX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT SHORT DURATION INCOME FD CL C CDICX USD 1,000 USD 0 Bond Level Load CLASS C No
CALVERT SHORT DURATION INCOME FD CL I CDSIX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT INCOME FUND CL C CIFCX USD 1,000 USD 0 Bond Level Load CLASS C No
CALVERT SMALL-CAP FUND CL A CCVAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
CALVERT GRWTH ALLOCATION FD CL C CAACX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT CONSERVATIVE ALLOCATION FD C CALCX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT MODERATION ALLOCATION FD CL C CMACX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT SMALL-CAP FUND CL I CSVIX USD 250,000 USD 250,000 N/A No Load CLASS I Yes
CALVERT SMALL-CAP FUND CL C CSCCX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT GLOBAL ENERGY SOLUTIONS CL A CGAEX USD 1,000 USD 0 N/A Front-End Load CLASS A No
CALVERT GLOBAL ENERGY SOLUTIONS CL I CAEIX USD 250,000 USD 0 N/A No Load CLASS I Yes
CALVERT INTERNATIONAL OPPORTUNITIES FD A CIOAX USD 1,000 USD 0 Stock Front-End Load CLASS A No
CALVERT INTERNATIONAL OPPORTUNITIES FD I COIIX USD 250,000 USD 0 Stock No Load CLASS I Yes
CALVERT GLOBAL WATER FD CL A CFWAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
CALVERT GLOBAL WATER FD CL C CFWCX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT GLOBAL ENERGY SOLUTIONS CL C CGACX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT INTERNATIONAL OPPORTUNITIES FD C COICX USD 1,000 USD 0 Stock Level Load CLASS C No
CALVERT HIGH YIELD BOND FD CL C CHBCX USD 1,000 USD 0 Bond Level Load CLASS C No
CALVERT EMERGING MARKETS EQUITY FD CL C CVMCX USD 1,000 USD 0 N/A Level Load CLASS C No
CALVERT EMERGING MARKETS EQUITY FD CL A CVMAX USD 1,000 USD 0 N/A Front-End Load CLASS A No
CALVERT EMERGING MARKETS EQUITY FD CL I CVMIX USD 250,000 USD 0 N/A No Load CLASS I Yes
CALVERT GREEN BOND FD CL I CGBIX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT GLOBAL WATER FD CL I CFWIX USD 250,000 USD 0 N/A No Load CLASS I Yes
CALVERT ULTRA-SHORT DUR INC FD CL I CULIX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT FLEXIBLE BOND FUND CL C CUBCX USD 1,000 USD 0 Bond Level Load CLASS C No
CALVERT FLEXIBLE BOND FUND CL I CUBIX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT RESPONSIBLE MUNICIPAL INC FD C CTTCX USD 1,000 USD 0 Bond Level Load CLASS C No
CALVERT RESPONSIBLE MUNICIPAL INC FD I CTTIX USD 250,000 USD 0 Bond No Load CLASS I Yes
CALVERT US LARGE-CAP GRWTH RESPNS INDX I CGJIX USD 100,000 USD 0 N/A No Load CLASS I Yes
CALVERT US LARGE-CAP VALUE RESPNS INDX I CFJIX USD 100,000 USD 0 N/A No Load CLASS I Yes
CALVERT US LARGE-CAP VALUE RESPNS INDX A CFJAX USD 5,000 USD 0 N/A Front-End Load CLASS A No
CALVERT US LARGE-CAP GRWTH RESPN INDX A CGJAX USD 5,000 USD 0 N/A Front-End Load CLASS A No
CALVERT US MID-CAP CORE RESPONS INDEX A CMJAX USD 5,000 USD 0 N/A Front-End Load CLASS A No
CALVERT INTERNATIONAL RESP IDX FUND CL A CDHAX USD 5,000 USD 0 Stock Front-End Load CLASS A No
CALVERT US MID-CAP CORE RESPONS INDEX I CMJIX USD 100,000 USD 0 N/A No Load CLASS I Yes
CAL EMERGING MARKETS ADVANCEMENT FD CL A CEFIX USD 250,000 USD 250,000 N/A No Load CLASS I Yes
CAL EMERGING MARKETS ADVANCEMENT FD CL A CEFAX USD 1,000 USD 1,000 N/A Front-End Load CLASS A No
CALVERT CONSERVATIVE ALLOCATION FD CL R6 CAARX USD 1,000,000 USD 1,000,000 N/A No Load CLASS R6 Yes
CALVERT GROWTH ALLOCATION FD CL R6 CGARX USD 1,000,000 USD 1,000,000 N/A No Load CLASS R6 Yes
CALVERT MODERATE ALLOCATION FD CL R6 CAMRX USD 1,000,000 USD 1,000,000 N/A No Load CLASS R6 Yes
CAL US LARGE-CAP VALUE RESPNS INDX R6 CLVRX USD 1,000,000 USD 1,000,000 N/A No Load CLASS R6 Yes
CALVERT US MID-CAP CORE RESPONS INDX R6 CMCRX USD 1,000,000 USD 1,000,000 N/A No Load CLASS R6 Yes
CALVERT US LARG-CAP GRWTH RESPN INDX R6 CLGRX USD 1,000,000 USD 1,000,000 N/A No Load CLASS R6 Yes

Notes:

  1. Advisor minimums may be lower.