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Calvert English - United States en en-us en us calvert-advisor https://www.calvert.com/im/json/imwebdata/data Free Form Template a16af710-4197-4d21-ba9a-ce42c40b7a98 calvert prod /content/imwebev/calvert /content/imwebev/calvert/en-us/calvert-advisor [Account Access](https://www.calvert.com/) - [Investments](https://secureaccountview.com/BFWeb/clients/calvert/index) - [Investment Solutions](https://www.calvert.com/) - [Expertise](https://www.calvert.com/) - [Insights](https://www.calvert.com/) - [Resources](https://www.calvert.com/) - [About Us](https://www.calvert.com/) [Contact Us](https://www.calvert.com/contact-us.html) - [Account Access](https://www.calvert.com/) [Account Access](https://www.calvert.com/) - [Investments](https://secureaccountview.com/BFWeb/clients/calvert/index) [Back](https://www.calvert.com/) - [Mutual Funds](https://www.calvert.com/investment-solutions/mutual-funds.html) - [ETFs](https://www.calvert.com/investment-solutions/etfs.html) - [Separately Managed Accounts](https://www.calvert.com/investment-solutions/separately-managed-accounts.html) - [Calvert Indexes](https://www.calvert.com/investment-solutions/calvert-indexes.html) - [Responsible Allocation Models](https://www.calvert.com/investment-solutions/responsible-allocation-models.html) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Expertise](https://www.calvert.com/) - [Differentiated Research](https://www.calvert.com/expertise/differentiated-research.html) - [Active Engagement](https://www.calvert.com/expertise/active-engagement.html) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Insights](https://www.calvert.com/) - [Insights](https://www.calvert.com/insights/all-insights.html) - [Advisor Resource Center](https://www.calvert.com/insights/advisor-resource-center.html) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Resources](https://www.calvert.com/) - [Product Literature](https://www.calvert.com/tools-and-resources/product-literature.html) - [Prospectus & Reports](https://www.calvert.com/tools-and-resources/prospectus-and-reports.html) - [Forms & Guides](https://www.calvert.com/tools-and-resources/forms-and-guides.html) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [About Us](https://www.calvert.com/) - [Our Business](https://www.calvert.com/about-us/our-business.html) - [People and Teams](https://www.calvert.com/about-us/people-and-teams.html) - [Newsroom](https://www.calvert.com/about-us/newsroom.html) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) [Back](https://www.calvert.com/) - [Investment Solutions](https://www.calvert.com/) - [Expertise](https://www.calvert.com/) - [Insights](https://www.calvert.com/) - [Resources](https://www.calvert.com/) - [About Us](https://www.calvert.com/) [Contact Us](https://www.calvert.com/contact-us.html "Contact Us Button")  Clear 0 Results Select Drop down Products (0) Insights (0) Resources (0) Teams & People (0)  One moment, please... No results to display - [Mutual Funds](https://www.calvert.com/investment-solutions/mutual-funds.html) - [ETFs](https://www.calvert.com/investment-solutions/etfs.html) - [Separately Managed Accounts](https://www.calvert.com/investment-solutions/separately-managed-accounts.html) - [Calvert Indexes](https://www.calvert.com/investment-solutions/calvert-indexes.html) - [Responsible Allocation Models](https://www.calvert.com/investment-solutions/responsible-allocation-models.html) CBDIX • Class I [Calvert Bond Fund](https://www.calvert.com/investment-solutions/mutual-funds/multi-sector/calvert-bond-fund.shareClass.I.html) NAV as of 04/06/2026  \$14.63 CEYIX • Class I [Calvert Equity Fund](https://www.calvert.com/investment-solutions/mutual-funds/us-equity/calvert-equity-fund.shareClass.I.html) NAV as of 04/06/2026  \$76.99 CLDIX • Class I [Calvert Core Bond Fund](https://www.calvert.com/investment-solutions/mutual-funds/multi-sector/calvert-core-bond-fund.shareClass.I.html) NAV as of 04/06/2026  \$15.78 CUBIX • Class I [Calvert Flexible Bond Fund](https://www.calvert.com/investment-solutions/mutual-funds/multi-sector/calvert-flexible-bond-fund.shareClass.I.html) NAV as of 04/06/2026 \$14.80 CVIE [Calvert International Responsible Index ETF](https://www.calvert.com/investment-solutions/etfs/international-equity/calvert-international-responsible-index-etf.html) Market Price as of 04/06/2026  \$73.61 CVLC [Calvert US Large-Cap Core Responsible Index ETF](https://www.calvert.com/investment-solutions/etfs/us-equity/calvert-us-large-cap-core-responsible-index-etf.html) Market Price as of 04/06/2026  \$81.24 CVSB [Calvert Ultra-Short Investment Grade ETF](https://www.calvert.com/investment-solutions/etfs/investment-grade-credit/calvert-ultra-short-investment-grade-etf.html) Market Price as of 04/06/2026  \$50.61 CVMC [Calvert US Mid-Cap Core Responsible Index ETF](https://www.calvert.com/investment-solutions/etfs/us-equity/calvert-us-mid-cap-core-responsible-index-etf.html) Market Price as of 04/06/2026  \$65.13 - [Differentiated Research](https://www.calvert.com/expertise/differentiated-research.html) - [Active Engagement](https://www.calvert.com/expertise/active-engagement.html) [FEATURED  Differentiated Research Learn about Calvert's rigorous research process built around financial materiality.](https://www.calvert.com/expertise/differentiated-research.html) - [Insights](https://www.calvert.com/insights/all-insights.html) - [Advisor Resource Center](https://www.calvert.com/insights/advisor-resource-center.html) [Featured  The Symbols of Responsible Investing Set a high bar for your ETF investments.](https://www.calvert.com/etfs.html) - [Product Literature](https://www.calvert.com/tools-and-resources/product-literature.html) - [Prospectus & Reports](https://www.calvert.com/tools-and-resources/prospectus-and-reports.html) - [Forms & Guides](https://www.calvert.com/tools-and-resources/forms-and-guides.html) [Featured  Advisor Resource Center Deepen your understanding of Responsible Investing.](https://www.calvert.com/insights/advisor-resource-center.html) - [Our Business](https://www.calvert.com/about-us/our-business.html) - [People and Teams](https://www.calvert.com/about-us/people-and-teams.html) - [Newsroom](https://www.calvert.com/about-us/newsroom.html) [Featured  About Calvert Learn how Calvert empowers investors to pursue competitive returns and measurable impact.](https://www.calvert.com/about-us/our-business.html) # A Leader in Responsible Investing for 40+ Years Calvert offers a full range of Responsible Investing solutions for individuals, advisors and institutions seeking competitive returns and positive impact. 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No results to display CUBIX • Class I [Calvert Flexible Bond Fund](https://www.calvert.com/investment-solutions/mutual-funds/multi-sector/calvert-flexible-bond-fund.shareClass.I.html) NAV as of 04/06/2026 \$14.80 CEYIX • Class I [Calvert Equity Fund](https://www.calvert.com/investment-solutions/mutual-funds/us-equity/calvert-equity-fund.shareClass.I.html) NAV as of 04/06/2026  \$76.99 CLDIX • Class I [Calvert Core Bond Fund](https://www.calvert.com/investment-solutions/mutual-funds/multi-sector/calvert-core-bond-fund.shareClass.I.html) NAV as of 04/06/2026  \$15.78 CSVIX • Class I [Calvert Small-Cap Fund](https://www.calvert.com/investment-solutions/mutual-funds/us-equity/calvert-small-cap-fund.shareClass.I.html) NAV as of 04/06/2026  \$30.38  Top [](https://www.calvert.com/) Share [ Email](https://www.calvert.com/) [](https://www.calvert.com/) Print ## Partner with a Leader Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.  × ####  ## Investment Solutions [Mutual Funds Active and passive fund offerings that invest across the global capital markets ](https://www.calvert.com/investment-solutions/mutual-funds.html) [Exchange-Traded Funds Indexed and active strategies that cover a range of key asset classes and can potentially serve as core portfolio holdings ](https://www.calvert.com/investment-solutions/etfs.html) [Research Indexes Proprietary indexes that seek diversified or thematic exposure while adequately managing ESG risk exposure ](https://www.calvert.com/investment-solutions/calvert-indexes.html) [Responsible Allocation Models An easy and practical approach to building diversified, ESG-focused portfolios ](https://www.calvert.com/investment-solutions/responsible-allocation-models.html) [Separately Managed Accounts Customized strategies that give clients greater control over their investments and taxes ](https://www.calvert.com/investment-solutions/separately-managed-accounts.html) **Featured Insights** [ Media Advisory Parametric Municipal Investing Team Reflects on 2025 Muni Market Drivers Municipal Portfolio Manager Brian Barney, Parametric Highlights Strategy Strengths and 2026 Outlook. 16 March 2026](https://www.calvert.com/insights/press-release/parametric-municipal-investing-team-reflects-on-2025-muni-market-drivers.html) [ Press Release Morgan Stanley Investment Management Launches Eaton Vance Preferred Securities and Income ETF Morgan Stanley Investment Management (MSIM) announced today the launch of Eaton Vance Preferred Securities and Income ETF (Nasdaq: EVPF), an actively managed ETF that seeks total return and to provide current income and may invest in preferred securities and other income-producing securities. EVPF is the 12th actively managed fixed income ETF and the 19th ETF strategy brought to market since the launch of the MSIM ETF platform in 2023. 05 March 2026](https://www.calvert.com/insights/press-release/msim-launches-eaton-vance-preferred-securities-and-income-etf.html) [ Calvert Insights The Calvert Principles: A Decade of Clarity, Consistency and Conviction For a decade, the Calvert Principles have provided a framework for responsible investing, focusing on sustainability, equity, and governance. They adapt to evolving market complexities, helping investors manage risks and create long-term value. These principles offer clarity and consistency to guide informed investment decisions. 29 January 2026](https://www.calvert.com/insights/articles/clarity-consistency-conviction.html) ## **How We Differ**  × ####  ### Differentiated Research Calvert's research is distinguished by its breadth and depth, industry-specific expertise, and focus on materiality. By evaluating a company's ability to navigate financially material ESG issues, Calvert identifies investment opportunities and risks that might otherwise not be apparent. [Learn More](https://www.calvert.com/expertise/differentiated-research.html) *** ### **Active Engagement** Calvert actively works with companies on issues such as setting GHG reduction targets, improving diversity, and adopting water stewardship policies. Experience has taught us that working directly with the companies we invest in can drive positive change and improve shareholder value. [Learn More](https://www.calvert.com/expertise/active-engagement.html) ## Contact Us **Calvert Research & Management** 2050 M Street NW Washington, DC 20036 **Individuals** 800-368-2745 **Financial Professionals** Customer Service: 800-368-2746 Sales Support: 800-368-2750 **Institutional clients** 800-327-2109 **International clients** 617-672-0070  [](https://www.linkedin.com/company/8677) [](https://www.twitter.com/MorganStanley) [Morgan Stanley](https://www.morganstanley.com/) [Morgan Stanley Careers](https://www.morganstanley.com/careers/career-opportunities-search) [Eaton Vance](https://www.eatonvance.com/) [Morgan Stanley Investment Management](https://www.morganstanley.com/im/en-us/financial-advisor.html) [Parametric](https://www.parametricportfolio.com/) *** © Calvert Research and Management. All rights reserved. FINRA BrokerCheck. Investors may check the background of their Investment Professional by contacting the Financial IndustryRegulatory Authority (FINRA). FINRA BrokerCheck is a free tool to help investors check the professional background of current andformer FINRA-registered securities firms and brokers. FINRA BrokerCheck is available by calling 1-800-289-9999 and at [www.FINRA.org](http://www.finra.org/). The FINRA BrokerCheck brochure describing this program is available to investors at [www.FINRA.org](http://www.finra.org/) To report a website vulnerability, please go to [Responsible Disclosure](https://morganstanley.responsibledisclosure.com/hc/en-us). Calvert Research and Management is part of Morgan Stanley Investment Management, the asset management division of Morgan Stanley. Advisory services are offered by the following Eaton Vance brands: Eaton Vance Management; Atlanta Capital Management Company, LLC; Parametric Portfolio Associates, LLC and Calvert Research and Management, each an SEC registered Investment Adviser. For USA PATRIOT Act Disclosure Notice please click [here](https://www.morganstanley.com/disclosures/usapatriotact). For California Voluntary Carbon Market Disclosure please click [here](https://www.morganstanley.com/content/dam/msdotcom/en/disclosures/California_Voluntary_Carbon_Market_Disclosure.pdf). *Before investing in any Calvert or Morgan Stanley Investment Management Inc.-advised fund, prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. The current prospectus contains this and other information. To obtain an open-end mutual fund prospectus or summary prospectus, contact your financial advisor or download a copy [here](https://www.calvert.com/tools-and-resources/resources/prospectus-and-reports.html). To obtain an exchange-traded fund ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy [here.](https://www.calvert.com/tools-and-resources/resources/prospectus-and-reports.html?vehicle=EF) Read the prospectus carefully before you invest or send money.* *Before purchasing any **variable product**, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.* Effective January 3, 2017, Eaton Vance Distributors, Inc. replaced Calvert Investments Distributors, Inc. ("CID") as the principal underwriter of Calvert-advised mutual funds following the acquisition by Calvert Research and Management ("CRM") of substantially all the business assets of Calvert Investment Management, Inc. ("CIM"). CRM has also replaced CIM as the Investment adviser for certain open-end mutual funds. Eaton Vance Distributors, Inc. does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision. Shares of Calvert open-end mutual funds may be purchased by delivering an application to the Fund's transfer agent or through financial intermediaries. Shares of Calvert ETFs may be bought and sold throughout the day on the exchange through any brokerage account. Shares are not individually redeemable from an ETF, however, shares may be redeemed directly from an ETF by Authorized Participants, in large creation/redemption units. The information on this webpage is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer. Calvert open-end mutual funds are distributed by Eaton Vance Distributors, Inc. Member FINRA / SIPC. Two International Place, Boston, MA 02109. Calvert exchange-traded funds are distributed by Foreside Fund Services, LLC. Check the background of Eaton Vance Distributors, Inc. on [FINRA's BrokerCheck](https://brokercheck.finra.org/) **NOT FDIC INSURED \| OFFER NO BANK GUARANTEE \| MAY LOSE VALUE \| NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY \| NOT A DEPOSIT** [Privacy & Cookies](https://www.morganstanley.com/privacy-pledge) [Your Privacy Choices ](https://www.calvert.com/) [Terms of Use](https://www.morganstanley.com/terms) [Business Continuity](https://www.calvert.com/business-continuity-program.html) [Mutual Funds & Unclaimed Property](https://www.calvert.com/tools-and-resources/resources/mutual-funds-and-unclaimed-property.html) [Form CRS](https://www.calvert.com/content/dam/im/assets/publication/regulatory-and-compliance/disclaimer/36144.pdf?1775599686610)

## Partner with a Leader Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing.  Investment Solutions **Featured Insights** **How We Differ**  ### Differentiated Research Calvert's research is distinguished by its breadth and depth, industry-specific expertise, and focus on materiality. By evaluating a company's ability to navigate financially material ESG issues, Calvert identifies investment opportunities and risks that might otherwise not be apparent. *** ### **Active Engagement** Calvert actively works with companies on issues such as setting GHG reduction targets, improving diversity, and adopting water stewardship policies. Experience has taught us that working directly with the companies we invest in can drive positive change and improve shareholder value. ## Contact Us **Calvert Research & Management** 2050 M Street NW Washington, DC 20036 **Individuals** 800-368-2745 **Financial Professionals** Customer Service: 800-368-2746 Sales Support: 800-368-2750 **Institutional clients** 800-327-2109 **International clients** 617-672-0070