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CSIF Enhanced Equity Portfolio A 
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General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com
Category:Domestic Equity Funds
Style:Value/Growth
Assets: ($ millions) 

Account min.: 
Reinvest. min.: 
IRA account min.: 
IRA reinvest min.: 
Type:Large-Cap
Expenses: 
Max. defer. load:0.00%
Max. front load:4.75%
Avg. P/E: 
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Fund Description
The Calvert Social Investment Fund Enhanced Equity Portfolio seeks a total return after expenses, which exceeds over time the total return of the Russell 1000 Index. It seeks to obtain this objective while maintaining risk characteristics similar to those of the Russell 1000 Index and through investments in stocks that meet the Fund's investment and social criteria. The Russell 1000 Index measures the performance of the 1,000 largest U.S. companies based on total market capitalization. The Fund may purchase stocks not in the Russell 1000 Index, but at least 65% of the Fund's total assets will be invested in stocks that are in the Index.
Social Issues09/30/17
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 Performance09/30/17
  Fund Return Percentile Rank *
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5 Year:  
10 Year:  
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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 Statistics09/30/17
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Sector Distribution 
No fund sectors available

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