0000940394-17-000229.txt : 20170201 0000940394-17-000229.hdr.sgml : 20170201 20170201103003 ACCESSION NUMBER: 0000940394-17-000229 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170201 DATE AS OF CHANGE: 20170201 EFFECTIVENESS DATE: 20170201 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Calvert Responsible Index Series, Inc. CENTRAL INDEX KEY: 0001105446 IRS NUMBER: 000000000 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-09877 FILM NUMBER: 17563491 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: STE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: STE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT SOCIAL INDEX SERIES INC DATE OF NAME CHANGE: 20000601 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT 2000 SERIES INC DATE OF NAME CHANGE: 20000207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Calvert Management Series CENTRAL INDEX KEY: 0000319676 IRS NUMBER: 526211999 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-03101 FILM NUMBER: 17563492 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT TAX FREE RESERVES DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT WORLD VALUES FUND INC CENTRAL INDEX KEY: 0000884110 IRS NUMBER: 521771206 STATE OF INCORPORATION: MD FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-06563 FILM NUMBER: 17563493 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: STE 1000N CITY: BETHESDA STATE: MD ZIP: 20801 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: CALVERT INVESTMENTS, INC. STREET 2: 4550 MONTGOMERY AVE SUITE 1000 N CITY: BETHESDA STATE: MD ZIP: 20814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT IMPACT FUND INC CENTRAL INDEX KEY: 0001121624 IRS NUMBER: 000000000 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-10045 FILM NUMBER: 17563494 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE STREET 2: SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE STREET 2: SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 0000319676 S000005140 Calvert Tax-Free Responsible Impact Bond Fund C000014074 Class A CTTLX C000160651 Class C C000160652 Class Y C000160653 Class I 0000319676 S000046839 CALVERT UNCONSTRAINED BOND FUND C000146359 CLASS A CUBAX C000146360 CLASS C CUBCX C000146361 CLASS Y CUBYX C000146362 CLASS I CUBIX 0000884110 S000008724 Calvert International Equity Fund C000023776 Class A CWVGX C000023778 Class C CWVCX C000023779 Class I CWVIX C000073560 Class Y CWEYX 0000884110 S000008725 Calvert Capital Accumulation Fund C000023780 Class A CCAFX C000023782 Class C CCACX C000023783 Class I CCPIX C000099329 Class Y CCAYX 0000884110 S000017170 Calvert International Opportunities Fund C000047589 Class A CIOAX C000047591 Class C COICX C000047592 Class I COIIX C000073561 Class Y CWVYX 0000884110 S000038363 Calvert Emerging Markets Equity Fund C000118372 Class A CVMAX C000118373 Class C CVMCX C000118374 Class I CVMIX C000118375 Class Y CVMYX 0001105446 S000049168 Calvert U.S. Large Cap Growth Responsible Index Fund C000154981 Class A C000154982 Class C C000154983 Class I C000154984 Class Y 0001105446 S000049169 Calvert U.S. Large Cap Value Responsible Index Fund C000154985 Class A C000154986 Class C C000154987 Class I C000154988 Class Y 0001105446 S000051236 Calvert U.S. Mid Cap Core Responsible Index Fund C000161544 Class A C000161545 Class C C000161546 Class Y C000161547 Class I 0001105446 S000051237 Calvert Developed Markets Ex-U.S. Responsible Index Fund C000161548 Class A C000161549 Class C C000161550 Class Y C000161551 Class I 0001121624 S000008714 Calvert Small Cap Fund C000023745 Class A CCVAX C000023746 Class C CSCCX C000023747 Class I CSVIX C000135674 Class Y CSCYX 0001121624 S000017171 Calvert Global Energy Solutions Fund C000047593 Class A CGAEX C000047595 Class C CGACX C000047596 Class I CAEIX C000105418 Class Y CGAYX 0001121624 S000024182 Calvert Global Water Fund C000070983 Class A CFWAX C000070984 Class C CFWCX C000070986 Class Y CFWYX C000139783 Calvert Global Water Fund Class I CFWIX 0001121624 S000042600 Calvert Green Bond Fund C000131729 Class A CGAFX C000131730 Class Y CGYFX C000131731 Class I CGBIX DEFA14A 1 calvertdefa14a.htm CALVERT LETTER SCHEDULE 14A

SCHEDULE 14A

(Rule 14a-101)

INFORMATION REQUIRED IN PROXY STATEMENT

SCHEDULE 14A INFORMATION


Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934



Filed by the Registrant   [X]

Filed by a Party other than the Registrant   [   ]

Check the appropriate box:

[   ] Preliminary Proxy Statement

[   ] Confidential, For Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

[   ] Definitive Proxy Statement

[X] Definitive Additional Materials

[   ] Soliciting Material Pursuant to Rule 14a-11(c) or Rule 14a-12

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Calvert Responsible Index Series, Inc.

Calvert Impact Fund, Inc.

Calvert World Values Fund, Inc.

Calvert Management Series

 (Name of Registrant as Specified in Its Charter)

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 (Name of Person(s) Filing Proxy Statement, if other than the Registrant)

Payment of Filing Fee (Check the appropriate box):

[X]  No fee required.

[   ]  Fee computed on table below per Exchange Act Rules 14a-6(i) (1) and 0-11.

(1)   Title of each class of securities to which transaction applies:

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 (2)   Aggregate number of securities to which transaction applies:

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 (3)   Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined):

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 (4)   Proposed maximum aggregate value of transaction:

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 (5)   Total fee paid:

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 [  ]   Fee paid previously with preliminary materials.                

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 [  ]   Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously.  Identify the previous filing by registration statement number, or the form or schedule and the date of  its filing.

(1)   Amount Previously Paid:

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 (2)   Form, Schedule or Registration Statement no.:

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 (3)   Filing Party:

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 (4)   Date Filed:             

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January 30, 2017



IMPORTANT NOTICE




Dear Shareholder:


Thank you for the timely return of your proxy card relating to the shareholder meeting of the Calvert Funds. The shareholder meeting, originally held December 16, 2016, has been adjourned until Wednesday, February 15, 2017 at 2:00 p.m. Eastern time.


Our records reflect your preference to abstain from voting on the proposal detailed in the proxy statement previously sent to you.


This proposal is of utmost importance, and we are writing to ask that you take a few moments to review the information contained within this letter and the Proxy Materials and reconsider your previous abstention from voting.  


Your Board recommends that you vote FOR the proposal described in this Notice and in the Proxy Statement.


In connection with Calvert Research and Management’s acquisition of substantially all of the business assets of Calvert Investment Management, Inc. (the “Transaction”), effective December 31, 2016 Eaton Vance Distributors, Inc. (EVD) replaced Calvert Investment Distributors, Inc. as principal underwriter for the Calvert Funds. EVD and the Board believe that the Transaction provides an opportunity to modernize and conform the Calvert Funds’ distribution plans for consistency across the complex. Accordingly, the proposal relates to the adoption of a new 12b-1 distribution plan by your Fund, permitting your Fund to finance the distribution and sale of its shares out of fund assets, subject to the conditions set forth in Rule12b-1 under the Investment Company Act of 1940, as amended.


Please note that the new 12b-1 distribution plans are substantially similar to the current 12b-1 distribution plans, and that each class of shares of your Fund will continue to pay total fees under the new 12b-1 distribution plans that are equal to or lower than the maximum amounts authorized under the existing plans.



Unless Calvert Funds receives the favorable vote of 67% of the voted shares, the proposal will not be approved.  For purposes of determining this vote, an abstention has the same effect as a vote against the proposal.


Upon evaluation of all relevant information, the Board voted to approve the proposal and recommends that you vote “FOR” the proposal.


Your vote is important and your participation in the affairs of your fund does make a difference.  If you decide to revoke your abstention and register your vote, you can do so by calling Computershare Fund Services, the fund’s proxy solicitor, toll free at 888-916-1719.  


If you have any questions or would like an additional set of Proxy Materials, please contact our proxy solicitor, Computershare Fund Services, at 888-916-1719. We appreciate your time and careful consideration.