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August 31, 2015 3:57 PM ET

Capital Markets

Company Overview of Calvert Social Investment Fund - Calvert Balanced Portfolio

Company Overview

Calvert Social Investment Fund - Calvert Balanced Portfolio is an open ended balanced mutual fund launched by Calvert Group, Ltd. The fund is managed by Calvert Investment Management, Inc. It invests in the public equity and fixed income markets of the United States. For its equity portion, the fund seeks to invest in stocks of operating across diversified sectors. It primarily invests in growth stocks of large-cap and mid-cap companies with a focus on large cap companies. For its fixed income portion, the fund invests in investment grade securities including corporate debt securities, mortgage-backed securities, asset- backed securities, and securities issued by government-sponsored enterpr...

4550 Montgomery Avenue

Suite 1000N

Bethesda, MD 20814

United States

Founded in 1982

Key Executives for Calvert Social Investment Fund - Calvert Balanced Portfolio

Chairman and President
Age: 67
Executive Officer
Senior Vice President, Chief Investment Officer of Fixed Income, Portfolio Manager, Member of the Asset Allocation and Balanced Funds Committee
Executive Officer
Age: 53
Executive Officer
Age: 47
Compensation as of Fiscal Year 2015.

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