The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team prefers securities of companies located in emerging market countries.

According to the team, a company is considered to be located in an emerging market country if it has a class of securities whose principal securities market is in an emerging market country; or is organized under the laws of, or has a principal office in, an emerging market country.

Other factors in consideration would be if a company derives 50% or more of its total revenues or earnings from goods produced, sales made, or services provided in one or more emerging market countries; or maintains 50% or more of its assets in one or more emerging market countries.

The team looks for companies whose products/services or industrial/business practices contribute towards addressing sustainability challenges in their local and/or international markets.

Then the team focuses on quality companies that are trading at attractive valuations and have conditions that are supportive of economic growth.

In addition, the team performs a country and sector analysis as part of its top-down approach.

The country analysis includes an assessment of the risks and opportunities for each emerging market country.

The sector analysis includes a valuation assessment through qualitative analysis.

Also, the research team integrates environmental, social and governance factors as part of its process.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio holds between 35 and 55 stocks.

The fund may invest its net assets among companies located in emerging markets throughout the world.

In addition, the fund may also invest in securities denominated in foreign currencies and may acquire foreign currency or enter into foreign currency derivatives to seek to hedge foreign currency exposure.

Securities of companies located in emerging market countries may include American Depositary Receipts, which may be sponsored or unsponsored, and Global Depositary Receipts.

The fund may also lend its securities.
 

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The investment process is designed to highlight quality companies that exhibit consistent growth in earnings and are trading at a discount to their estimated intrinsic value.

The research team is looking for companies with strong balance sheets, sustainable cash flow, enduring competitive advantages, long product cycles, and stable demand characteristics.

The team also evaluates a company’s earnings growth potential on the basis of a company’s financial trends and management; products and services; industry position and conditions.

The investment team also considers environmental, social and governance factors when assessing investment opportunities.    

The fund seeks to track the performance of the benchmark index before fees and expenses by investing in companies across any size outside the United States.

The passively managed fund is designed to track as closely as possible the Calvert Global Energy Research Index.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of U.S. and non-U.S. companies whose main business is sustainable energy solutions or that are significantly involved in the sustainable energy solutions industry.

The team invests more than 25% of the fund’s net assets in the sustainable energy solutions industry.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

Also, the fund invests up to 3% of its net assets in High Social Impact Investments that provide financing to address global energy challenges

The fund may invest in American Depositary Receipts and Global Depositary Receipts.

Additionally, the fund may also lend its securities.

The fund seeks to track the performance of the benchmark index before fees and expenses by investing in companies across any size outside the United States.

The passively managed fund is designed to track as closely as possible the Calvert Global Water Research Index.

The fund seeks to replicate the composition of the benchmark index, holding each security in approximately the same proportion as its weighting in the Index.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of U.S. and non-U.S. companies whose main business is in the water industry or that are significantly involved in water-related services or technologies.

The team invests more than 25% of the fund’s net assets n the water industry.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

Also, the fund invests up to 3% of its net assets in High Social Impact Investments that provide financing to address global water challenges.

The fund may invest in American Depositary Receipts and Global Depositary Receipts.

Additionally, the fund may also lend its securities.

The fund seeks high total return by investing in mega-and large-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team selects companies that have superior business franchises not fully reflected in current market prices.

The team also looks for companies with a high return on invested capital, durable competitive advantage and/or management teams aligned with shareholders’ interests.

In addition, the team seeks companies that are high or improving in quality.

Also, the research team integrates environmental, social and governance factors as part of its process.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The manager invests in foreign companies and the portfolio holds stocks of companies from the constituent countries of the benchmark index.

The fund will invest in at least three different countries.

However, the fund has the flexibility to invest in other countries, including emerging markets stocks.

The fund invests no more than 20% of its net assets in U.S. companies.

Additionally, the fund may invest in American Depositary Receipts and Global Depositary Receipts, and may also lend its securities.
 

The fund seeks capital appreciation in the long term by investing in small-and mid-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team relies on fundamental bottom-up research to look for companies that capitalize on market inefficiencies.

Other attributes the team considers are a company’s business model with identifiable competitive advantages/barriers to entry, a scalable market opportunity, balance sheet strength, and a capable management team with a track record of good capital allocation.

In addition, the team seeks companies that are high or improving in quality.

Also, the research team integrates environmental, social and governance factors as part of its process.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The portfolio holds stocks of companies in developed countries but may invest in any geographic region of the world in at least three different countries.

Also, the fund may invest up to 20% of its net assets in securities of issuers in emerging market countries.

The fund may also invest in real estate investment trusts, and invests no more than 20% of its net assets in U.S. companies.
 

The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The passively managed fund is designed to track as closely as possible the Calvert International Responsible Index.

The index is made up of companies selected from the 1,000 largest companies in developed markets, excluding the U.S.

Also, the Index excludes real estate investments trusts and business development companies.

Stocks in the index are weighted based on their float-adjusted market capitalization, by country and by sector.

The research team employs fundamental research to review approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.

The team also utilizes a sampling methodology or quantitative analysis to obtain a basket of stocks that resembles the index in terms of key risk factors.

Also, the research team integrates environmental, social and governance factors as part of its process.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The manager invests in companies that are located in countries (other than the U.S.) with developed markets.

The portfolio holds each security in approximately the same proportion as its weighting in the Index.

The index has about 750 holdings that are reconstituted annually and are rebalanced quarterly.

In addition, the fund has the flexibility to also lend its securities.

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The fundamental investment process starts by highlighting companies that have consistent earnings, cash flow, and a strong and durable financial model.

The research team favors companies that exhibit secular and cyclical growth prospects and attractive quality and growth of earnings and business model characteristics.

Next, the team narrows the investable universe to include companies based on financial analysis and competitive position within its industry and stocks trading at attractive prices.

The investment team also considers environmental, social and governance factors when assessing investment opportunities as part of its responsible investing criteria. 

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team looks for companies that are high in quality or improving in quality.

In selecting securities for the portfolio, the research team focuses on companies that are benefitting from structural growth or structural change.

Additionally, the team prefers companies that have a business model with identifiable competitive advantage(s)/barrier(s) to entry, and a scalable market opportunity.

The team also favors companies with balance sheet strength, and a proven management team with a history of good capital allocation.

In addition, the team believes such companies demonstrate high or improving returns on capital, superior free-cash-flow generation, and positive or inflecting earnings.

Also, the research team integrates environmental, social and governance factors as part of its process.

Then the manager constructs a portfolio of stocks from a list of companies favored by the research team and allocates capital based on its conviction level.

The fund may also invest up to 25% of its net assets in foreign securities (including American Depositary Receipts, which may be sponsored or unsponsored, and Global Depositary Receipts).

Additionally, the fund may also invest in publicly-traded real estate investment trusts and may also lend its securities.

The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.

The investment process is designed to track as closely as possible Calvert US Large-Cap Core Responsible Index. The index is made up of companies selected from the 1,000 largest U.S. publicly traded companies based on market capitalization.

The team uses fundamental research to review approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.

The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.

The passively managed fund is designed to track as closely as possible Calvert US Large-Cap Growth Responsible Index. The index is made up of companies selected from the 1,000 largest U.S. publicly traded companies based on market capitalization.

The index excludes business development corporations and real estate investment trusts. Stocks in the index are weighted based on their float-adjusted market capitalization within certain sectors.

The index has about 550 holdings that are reconstituted annually and are rebalanced quarterly.

The research team utilizing the proprietary framework evaluates environmental, social and governance factors for investment opportunities. The team using fundamental research reviews approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.

The fund attempts to replicate index weights to deliver performance that tracks the benchmark index. 

The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.

The passively managed fund is designed to track as closely as possible Calvert US Large-Cap Value Responsible Index. The index is made up of companies selected from the 1,000 largest U.S. publicly traded companies based on market capitalization.

Stocks in the index are weighted based on their float-adjusted market capitalization within certain sectors.

The research team employs fundamental research to review approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.

The team also utilizes a sampling methodology or quantitative analysis to obtain a basket of stocks that resembles the index in terms of key risk factors.

The index has about 526 holdings that are reconstituted annually and are rebalanced quarterly.

The fund seeks to track the performance of the benchmark index by investing in mid-size companies in the United States.

The proprietary investment process is designed to highlight companies that demonstrate superior value and growth performance in the long term.

The team utilizing the proprietary framework evaluates ESG factors for investment opportunities.

The research team using fundamental research reviews approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.