POS EX 1 csfpos-exfiled0511.htm csfpos-exfiled0511.htm - Generated by SEC Publisher for SEC Filing

 SEC Registration Nos.
Nos. 811-22212 and 333-152031

 

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 

FORM N-1A 

REGISTRATION STATEMENT UNDER THE
SECURITIES ACT OF 1933 

Post-Effective Amendment No. 8            XX

and/or

REGISTRATION STATEMENT UNDER THE
INVESTMENT ACT OF 1940 

Amendment No. 8                         XX 

Calvert SAGE Fund

(Exact Name of Registrant as Specified in Charter) 

4550 Montgomery Avenue
Bethesda, Maryland 20814
(Address of Principal Executive Offices) 

Registrant's Telephone Number: (301) 951-4800 

William M. Tartikoff
4550 Montgomery Avenue
Bethesda, Maryland 20814
(Name and Address of Agent for Service)

 

 

 

It is proposed that this filing will become effective immediately upon filing pursuant to Rule 462(d) under the Securities Act of 1933, as amended.

 

EXPLANATORY NOTE

This post-effective amendment consists of the following:

  • N-1A Facing Page
  • Part C of the Registration Statement (including signature page)
  • Exhibits (as indicated below)

 

This Post-Effective Amendment is being filed pursuant to Rule 462(d) under the Securities Act of 1933, as amended, solely for the purpose of filing certain executed copies of exhibits to the Registration Statement.

 

Parts A and B are incorporated by reference to Post-Effective Amendment No. 6 to this Registration Statement, as filed on January 31, 2011.

 

Part C. Other Information

Item 28. Exhibits

(a)

Declaration of Trust of Calvert SAGE Fund, and Amendment to Declaration of Trust, incorporated by reference to Registrant's Pre-Effective Amendment No.4, dated October 14, 2008, accession number 0001438390-08-000011.

 

 

(b)

By-Laws of Calvert SAGE Fund, incorporated by reference to Registrant's Pre-Effective Amendment No.4, dated October 14, 2008, accession number 0001438390-08-000011.

 

 

(c)

Instruments Defining Rights of Security Holders (not applicable).

 

 

(d)

Investment Advisory Agreement between Calvert SAGE Fund and Calvert Asset Management Company, Inc., incorporated by reference to Registrant's Post-Effective Amendment No. 1, dated November 4, 2008, accession number 0001438390-08-000018. Addendum to Investment Advisory Agreement, filed herewith.

 

 

(e)

Underwriting (Distribution) Agreement with Schedules I, II and III, filed herewith.

 

 

(f)

Form of Trustees' Deferred Compensation Agreement, incorporated by reference to Registrant's Post-Effective Amendment No. 2, dated January 30, 2009, accession number 0001438390-09-000001.

 

 

(g)

Master Custodian Agreement between the Calvert Funds and State Street Bank and Trust Company, incorporated by reference to Registrant's Pre-Effective Amendment No.4, dated October 14, 2008, accession number 0001438390-08-000011. Letter Agreement and Revised Appendix A (Calvert SAGE Fund -- Calvert Large Cap Value Fund), incorporated by reference to Registrant's Post-Effective Amendment No. 2, dated January 30, 2009, accession number 0001438390-09-000001.

 

 

(h)(1)

Master Transfer Agency and Service Agreement between the Calvert Funds, Calvert Shareholder Services, Inc., Calvert Distributors, Inc. and State Street Bank and Trust Company, incorporated by reference to Registrant's Pre-Effective Amendment No.4, dated October 14, 2008, accession number 0001438390-08-000011. Amended Schedule A, incorporated by reference to Registrant's Post-Effective Amendment No. 2, dated January 30, 2009, accession number 0001438390-09-000001.

 

 

(h)(2)

Shareholder Servicing Agreement, incorporated by reference to Registrant's Post-Effective Amendment No. 2, dated January 30, 2009, accession number 0001438390-09-000001.

 

 

(h)(3)

Administrative Services Agreement, incorporated by reference to Registrant's Post-Effective Amendment No. 2, dated January 30, 2009, accession number 0001438390-09-000001.

 

 

(i)

Legal Opinion (not applicable).

 

 

(j)

Other Opinions (not applicable).

 

 

(k)

Omitted Financial Statements (not applicable).

 

 

(l)

Subscription Letter Agreement regarding initial capital, incorporated by reference to Registrant's Post-Effective Amendment No. 2, dated January 30, 2009, accession number 0001438390-09-000001.

 

 

(m)

Plans of Distribution for Class A and C, incorporated by reference to Registrant's Post-Effective Amendment No. 2, dated January 30, 2009, accession number 0001438390-09-000001.

 

 

(n)

Amended and Restated Rule 18f-3 Multiple Class Plan, filed herewith.

 

 

(o)

Power of Attorney forms, incorporated by reference to Registrant's Post-Effective Amendment No. 6, dated January 31, 2011, accession number 0001438390-11-000001.

 

 

(p)

Code of Ethics for Calvert Asset Management Company, Inc., incorporated by reference to Registrant's Pre-Effective Amendment No.4, dated October 14, 2008, accession number 0001438390-08-000011.

 

Item 29. Persons Controlled by or Under Common Control with Registrant

                 Not applicable.

 

Item 30. Indemnification

Registrant's Declaration of Trust, Item 28(a) of this Registration Statement, provides, in summary, that officers and trustees shall be indemnified by Registrant against liabilities and expense incurred by such persons in connection with actions, suits, or proceedings arising out of their offices or duties of employment, except that no indemnification can be made to such a person if in a final court decision on the merits that person has been adjudged liable of willful misfeasance, bad faith, gross negligence or reckless disregard of his or her duties. In the absence of such an adjudication, the determination of eligibility for indemnification shall be made by independent counsel in a written opinion or by the vote of a majority of a quorum of trustees/directors who are neither "interested persons" of Registrant, as that term is defined in Section 2(a)(19) of the Investment Company Act of 1940, nor parties to the proceeding.

Registrant may purchase and maintain liability insurance on behalf of any officer, trustee, director, employee or agent against any liabilities arising from such status. In this regard, Registrant will maintain a Trustee & Officers (Partners) Liability Insurance Policy with Chubb Group of Insurance Companies, 15 Mountain View Road, Warren, New Jersey 07061, providing Registrant with $10 million in trustees and officers liability coverage, plus $5 million in excess trustees and officers liability coverage for the independent trustees/directors only. Registrant also maintains a $13 million Investment Company Blanket Bond issued by ICI Mutual Insurance Company, P.O. Box 730, Burlington, Vermont 05402. The Fund maintains joint coverage with the other Calvert Funds, and for the liability coverage, with the Advisor and its affiliated companies ("Calvert operating companies.") The premium and the coverage are allocated based on a method approved by the independent Fund trustees.  

 

Item 31. Business and Other Connections of Investment Adviser

Name

Name of Company, Principal Business and Address

Capacity

Barbara Krumsiek

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer,
Trustee/
Director

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

Ronald M. Wolfsheimer

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

William M. Tartikoff

 

 

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Susan Walker Bender

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Ivy Wafford Duke

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Lancelot King

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Jane Maxwell

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Andrew Niebler

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Augusto Macedo

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Catherine Roy

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Bennett Freeman

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Alya Kayal

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Hui Ping Ho

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Patrick Faul

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Natalie Trunow

 Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Calvert Variable Series, Inc.
Calvert World Values Fund, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

James McGlynn

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

John Nichols

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Gregory Habeeb

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Variable Series, Inc.
Calvert SAGE Fund
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Michael Abramo

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Matthew Duch

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Thomas Dailey

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Variable Products, Inc.
  Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Robert Enderson

 

 

 

Calvert Investments, Inc.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Administrative Services, Inc.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Management, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Services, Inc.
Shareholder Servicing Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Investment Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

Item 32. Principal Underwriter

               (a) Registrant's principal underwriter underwrites shares of the following investment companies other than Registrant:

                            First Variable Rate Fund for Government Income
                            Calvert Tax-Free Reserves
                            Calvert Social Investment Fund
                            Calvert Cash Reserves
                            The Calvert Fund
                            Calvert Social Index Series, Inc.
                            Calvert Impact Fund, Inc.
                            Calvert Variable Series, Inc.
                            Calvert World Values Fund, Inc.
                            Calvert Variable Products, Inc.

 

               (b) Positions of Underwriter's Officers and Directors

Name and Principal Business Address*

Position(s) and Offices
with Underwriter

Position(s) and Offices
with Registrant

Barbara J. Krumsiek

Director and Chief Executive
Officer

Trustee and President

Ronald M. Wolfsheimer

Director, Senior Vice President
and Chief Financial and
Administrative Officer

Treasurer

Craig Cloyed

Director and President

None

William M. Tartikoff

Senior Vice President and
Secretary

Vice President and Secretary

Reginald Stanley

Senior Vice President

None

Alison Smith

Vice President

None

Stan Young

Vice President

None

David Leach

Vice President

None

Robert Enderson

Vice President

None

Christine Teske

Senior Institutional Vice President

None

David Rieben

Vice President

None

Jackie Zelenko

Vice President

None

Matthew Alsted

Vice President

None

Geoffrey Ashton

Senior Regional Vice President

None

Timothy O'Leary

Regional Vice President

None

Bill Hairgrove

Regional Vice President

None

Michael Haire

Regional Vice President

None

Todd Dahlstrom

Regional Vice President

None

Anthony Eames

Senior Regional Vice President

None

Steve Himber

Senior Institutional Vice President

None

Dave Mazza

Vice President, Institutional Sales

None

Ben Ogbogu

Regional Vice President

None

Jeanine L. Perkins

Regional Vice President

None

Steve Yoon

Regional Vice President

None

David McClellan

Regional Vice President

None

Rachael DeCosta-Martin

Regional Vice President

None

Scott Metz

Regional Vice President

None

Pamela Rivers

Regional Vice President

None

Paul Hilton

Vice President

None

Susan Walker Bender

Assistant Secretary
and Assistant Vice President

Assistant Secretary
and Assistant Vice President

Ivy Wafford Duke

Assistant Secretary
and Assistant Vice President

Assistant Secretary
and Assistant Vice President

Lancelot King

Assistant Secretary
and Assistant Vice President

Assistant Secretary
and Assistant Vice President

Jane Maxwell

Assistant Secretary and
Assistant Vice President

Assistant Secretary and
Assistant Vice President

Andrew Niebler

Assistant Secretary and
Assistant Vice President

Assistant Secretary and
Assistant Vice President

Augusto Macedo

Assistant Secretary
and Assistant Vice President

Assistant Secretary
and Assistant Vice President

Edith Lillie

Assistant Secretary

Assistant Secretary

Hui Ping Ho

Assistant Treasurer

Assistant Treasurer

* 4550 Montgomery Avenue Bethesda, Maryland 20814

 

               (c) Inapplicable

 

 

Item 33. Location of Accounts and Records

              Ronald M. Wolfsheimer, Treasurer
              and
              William M. Tartikoff, Secretary
              Calvert SAGE Fund
              4550 Montgomery Avenue, Suite 1000N
              Bethesda, Maryland 20814

 

Item 34. Management Services

              Not Applicable

 

Item 35. Undertakings

              Not Applicable

SIGNATURES

Pursuant to the requirements of the Securities Act of 1933 and the Investment Company Act of 1940, the Registrant has duly caused this registration statement to be signed on its behalf by the undersigned, duly authorized, in the City of Bethesda, and State of Maryland on the 19th day of May 2011.

CALVERT SAGE FUND

By:

______**__________

Barbara Krumsiek
President and Trustee

 

SIGNATURES

Pursuant to the requirements of the Securities Act of 1933, this Registration Statement has been signed below on the 19th day of May 2011, by the following persons in the capacities indicated.

Signature

Title

 

 

______**___________
Barbara Krumsiek

President and Trustee

 

 

______**___________
Ronald M. Wolfsheimer

Treasurer
(Principal Accounting Officer)

 

 

______**___________
Cari M. Dominguez

Trustee

 

 

______**___________
Alice Gresham

Trustee

 

 

______**___________
M. Charito Kruvant

Trustee

 

 

______**___________
Cynthia Milligan

Trustee

** By /s/ Lancelot A. King
           Lancelot A. King

Executed by Lancelot A. King, Attorney-in-fact on behalf of those indicated, pursuant to Powers of Attorney, incorporated by reference to Registrant's Post-Effective Amendment No. 6, dated January 31, 2011, accession number 0001438390-11-000001.

 

Calvert SAGE Fund
Post-Effective Amendment No. 8
Registration No. 333-152031
EXHIBIT INDEX

Exhibit No.

Description

28(d)

Addendum to Investment Advisory Agreement

28(e)

Underwriting (Distribution) Agreement with Schedules I, II and III

28(n)

Amended and Restated Rule 18f-3 Multiple Class Plan