August 19, 2017 8:35 PM ET

Capital Markets

Company Overview of Calvert Social Investment Fund - Calvert Equity Portfolio

Company Overview

Calvert Social Investment Fund - Calvert Equity Portfolio is an open-ended equity mutual fund launched and managed by Calvert Research and Management. The fund is co-managed by Atlanta Capital Management Company, LLC. It invests in the public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It primarily invests in growth stocks of socially conscious, large-cap companies within the market capitalization range of the Russell 1000 Index. The fund benchmarks the performance of its portfolio against the Russell 1000 Growth Index, S&P 500 Index, and Lipper Large-Cap Growth Funds Index. It does not invest in companies that demonstrat...

1075 Peachtree Street NE

Suite 2100

Atlanta, GA 30309

United States

Founded in 1987

Key Executives for Calvert Social Investment Fund - Calvert Equity Portfolio

Executive Officer
Age: 55
Vice President and Deputy General Counsel
Age: 49
Executive Officer
Age: 52
Executive Officer
Age: 64
Executive Officer
Age: 66
Compensation as of Fiscal Year 2017.

Calvert Social Investment Fund - Calvert Equity Portfolio Key Developments

Calvert Aggressive Allocation Fund, Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund, Calvert Social Investment Fund - Calvert Balanced Portfolio, Calvert Social Investment Fund - Calvert Bond Portfolio, Calvert Social Investment Fund - Calvert Equity Portfolio, Special/Extraordinary Shareholders Meeting, Dec 16, 2016

Calvert Aggressive Allocation Fund, Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund, Calvert Social Investment Fund - Calvert Balanced Portfolio, Calvert Social Investment Fund - Calvert Bond Portfolio, Calvert Social Investment Fund - Calvert Equity Portfolio, Special/Extraordinary Shareholders Meeting, Dec 16, 2016, at 09:00 US Eastern Standard Time. Location: 4550 Montgomery Avenue Suite 1000N Bethesda, MD 20814 United States Agenda: To consider the election of board members; to consider the approval of a new investment advisory agreement for the company with Calvert Research and Management; to consider the approval of new investment sub-advisory agreement with Atlanta Capital Management Company, LLC; to consider the approval of master distribution plan for class A shares; to consider the approval of master distribution plan for class C shares; to consider approval of amendment to Calvert Social Investment Fund’s Declaration of Trust; to consider the reaffirmation and approval of company’s ability to invest in notes issued by Calvert Social Investment Foundation in reliance on an existing exceptive order issued by the U.S. Securities And Exchange Commission; and to consider the approval of the company’s reliance on a potential future exemptive order that may be granted by the sec to Calvert Research and Management regarding fund investments in notes issued by Calvert Social Investment Foundation.

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