0000940394-23-001119.txt : 20231030 0000940394-23-001119.hdr.sgml : 20231030 20231030105708 ACCESSION NUMBER: 0000940394-23-001119 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20231030 DATE AS OF CHANGE: 20231030 EFFECTIVENESS DATE: 20231030 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: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-44064 FILM NUMBER: 231358222 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT SOCIAL INVESTMENT FUND CENTRAL INDEX KEY: 0000356682 IRS NUMBER: 000000000 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-75106 FILM NUMBER: 231358227 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT FUND CENTRAL INDEX KEY: 0000701039 IRS NUMBER: 526228948 STATE OF INCORPORATION: MD FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-76510 FILM NUMBER: 231358223 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Calvert Variable Products, Inc. CENTRAL INDEX KEY: 0000743773 IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-90309 FILM NUMBER: 231358226 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 FORMER COMPANY: FORMER CONFORMED NAME: SUMMIT MUTUAL FUNDS, INC. DATE OF NAME CHANGE: 20090122 FORMER COMPANY: FORMER CONFORMED NAME: SUMMIT MUTUAL FUNDS INC DATE OF NAME CHANGE: 20000323 FORMER COMPANY: FORMER CONFORMED NAME: CARILLON FUND INC 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: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 033-45829 FILM NUMBER: 231358224 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 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: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 333-34122 FILM NUMBER: 231358228 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 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: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-69565 FILM NUMBER: 231358229 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT TAX FREE RESERVES DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT VARIABLE SERIES INC CENTRAL INDEX KEY: 0000708950 IRS NUMBER: 000000000 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 497 SEC ACT: 1933 Act SEC FILE NUMBER: 002-80154 FILM NUMBER: 231358225 BUSINESS ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 BUSINESS PHONE: 8002256265 MAIL ADDRESS: STREET 1: 1825 CONNECTICUT AVENUE NW STREET 2: SUITE 400 CITY: WASHINGTON STATE: DC ZIP: 20009 FORMER COMPANY: FORMER CONFORMED NAME: ACACIA CAPITAL CORP DATE OF NAME CHANGE: 19920703 0000319676 S000005140 Calvert Responsible Municipal Income Fund C000014074 Class A CTTLX C000160651 Class C CTTCX C000160653 Class I CTTIX 0000319676 S000046839 Calvert Flexible Bond Fund C000146359 CLASS A CUBAX C000146360 CLASS C CUBCX C000146362 CLASS I CUBIX C000213138 Calvert Flexible Bond Fund Class R6 CUBRX 0000319676 S000059217 Calvert Floating-Rate Advantage Fund C000194063 Calvert Floating-Rate Advantage Fund Class A CFOAX C000194065 Calvert Floating-Rate Advantage Fund Class I CFOIX C000194066 Calvert Floating-Rate Advantage Fund Class R6 CFORX 0000319676 S000076001 Calvert Global Real Estate Fund C000235417 Calvert Global Real Estate Fund Class R6 CGRRX C000235418 Calvert Global Real Estate Fund Class A CGRAX C000235419 Calvert Global Real Estate Fund Class C CGECX C000235420 Calvert Global Real Estate Fund Class I CGEIX 0000319676 S000079266 Calvert Emerging Markets Focused Growth Fund C000240249 Calvert Emerging Markets Focused Growth Fund Class R6 C000240250 Calvert Emerging Markets Focused Growth Fund Class A C000240251 Calvert Emerging Markets Focused Growth Fund Class C C000240252 Calvert Emerging Markets Focused Growth Fund Class I 0000319676 S000080179 Calvert Global Equity Fund C000241877 Calvert Global Equity Fund Class I C000241878 Calvert Global Equity Fund Class A 0000319676 S000080180 Calvert Global Small-Cap Equity Fund C000241879 Calvert Global Small-Cap Equity Fund Class I C000241880 Calvert Global Small-Cap Equity Fund Class A C000241881 Calvert Global Small-Cap Equity Fund Class C 0000319676 S000080181 Calvert Small/Mid-Cap Fund C000241882 Calvert Small/Mid-Cap Fund Class I C000241883 Calvert Small/Mid-Cap Fund Class C C000241884 Calvert Small/Mid-Cap Fund Class A 0000356682 S000008717 Calvert Balanced Fund C000023754 Class A CSIFX C000023756 Class C CSGCX C000023757 Class I CBAIX C000211115 Calvert Balanced Fund Class R6 CBARX 0000356682 S000008718 Calvert Bond Fund C000023758 Class A CSIBX C000023760 Class C CSBCX C000023761 Class I CBDIX C000195930 Class R6 CBORX 0000356682 S000008719 Calvert Equity Fund C000023762 Class A CSIEX C000023764 Class C CSECX C000023765 Class I CEYIX C000195931 Class R6 CEYRX 0000356682 S000008721 Calvert Conservative Allocation Fund C000023770 Class A CCLAX C000023771 Class C CALCX C000170082 Class I CFAIX C000235278 Calvert Conservative Allocation Fund Class R6 CAARX 0000356682 S000008722 Calvert Moderate Allocation Fund C000023772 Class A CMAAX C000023773 Class C CMACX C000099327 Class I CLAIX C000235279 Calvert Moderate Allocation Fund Class R6 CAMRX 0000356682 S000008723 Calvert Growth Allocation Fund C000023774 Class A CAAAX C000023775 Class C CAACX C000099328 Class I CAGIX C000235280 Calvert Growth Allcoation Fund Class R6 CGARX 0000356682 S000076003 Calvert Focused Value Fund C000235425 Calvert Focused Value Fund Class R6 CRFRX C000235426 Calvert Focused Value Fund Class A CRFAX C000235427 Calvert Focused Value Fund Class C CRFCX C000235428 Calvert Focused Value Fund Class I CRFIX 0000701039 S000005148 Calvert Income Fund C000014095 Class A CFICX C000014097 Class C CIFCX C000014098 Class I CINCX C000241867 Calvert Income Fund Class R6 CINRX 0000701039 S000005150 Calvert Short Duration Income Fund C000014103 Class A CSDAX C000014104 Class C CDICX C000014105 Class I CDSIX C000211120 Calvert Short Duration Income Fund Class R6 CDSRX 0000701039 S000005151 Calvert Core Bond Fund C000014108 Class I CLDIX C000014109 Class A CLDAX C000225189 Calvert Core Bond Fund Class R6 CLDRX 0000701039 S000013508 Calvert Ultra-Short Duration Income Fund C000036621 Class A CULAX C000139784 Calvert Ultra-Short Duration Income Fund Class I CULIX C000195935 Class R6 CULRX 0000701039 S000025875 Calvert High Yield Bond Fund C000077416 Class A CYBAX C000077417 Class C CHBCX C000077418 Class I CYBIX C000211121 Calvert High Yield Bond Fund Class R6 CYBRX 0000701039 S000076002 Calvert Mortgage Access Fund C000235421 Calvert Mortgage Access Fund Class R6 CMMRX C000235422 Calvert Mortgage Access Fund Class A CMMAX C000235423 Calvert Mortgage Access Fund Class C CMMCX C000235424 Calvert Mortgage Access Fund Class I CMMIX 0000708950 S000008726 Calvert VP SRI Balanced Portfolio C000023784 Class I C000135675 Class F 0000708950 S000008732 Calvert VP SRI Mid Cap Portfolio C000023790 Calvert VP SRI Mid Cap Portfolio 0000743773 S000010991 Calvert VP S&P 500 Index Portfolio C000030367 Calvert VP S&P 500 Index Portfolio 0000743773 S000010992 Calvert VP S&P MidCap 400 Index Portfolio C000030368 Calvert VP S&P MidCap 400 Index Portfolio - I Class C000053062 Calvert VP S&P MidCap 400 Index Portfolio - F Class 0000743773 S000010994 Calvert VP NASDAQ 100 Index Portfolio C000030370 Calvert VP NASDAQ 100 Index Portfolio C000164864 Calvert VP Nasdaq 100 Index Portfolio - Class F 0000743773 S000010995 Calvert VP Russell 2000 Small Cap Index Portfolio C000030371 Calvert VP Russell 2000 Small Cap Index Portfolio - I Class C000030372 Calvert VP Russell 2000 Small Cap Index Portfolio - F Class 0000743773 S000010996 Calvert VP EAFE International Index Portfolio C000030373 Calvert VP EAFE International Index Portfolio - I Class C000055530 Calvert VP EAFE International Index Portfolio - F Class 0000743773 S000010997 Calvert VP Investment Grade Bond Index Portfolio C000030374 Calvert VP Investment Grade Bond Index Portfolio C000164865 Calvert VP Investment Grade Bond Index Portfolio - Class F 0000743773 S000040490 Calvert VP Volatility Managed Growth Portfolio C000125701 Class F 0000743773 S000040491 Calvert VP Volatility Managed Moderate Growth Portfolio C000125702 Class F 0000743773 S000040492 Calvert VP Volatility Managed Moderate Portfolio C000125703 Class F 0000884110 S000008724 Calvert International Equity Fund C000023776 Class A CWVGX C000023778 Class C CWVCX C000023779 Class I CWVIX C000211925 Calvert International Equity Fund Class R6 CIESX 0000884110 S000008725 Calvert Mid-Cap Fund C000023780 Class A CCAFX C000023782 Class C CCACX C000023783 Class I CCPIX 0000884110 S000017170 Calvert International Opportunities Fund C000047589 Class A CIOAX C000047591 Class C COICX C000047592 Class I COIIX C000211125 Calvert International Opportunities Fund Class R6 COIRX 0000884110 S000038363 Calvert Emerging Markets Equity Fund C000118372 Class A CVMAX C000118373 Class C CVMCX C000118374 Class I CVMIX C000199810 Calvert Emerging Markets Equity Fund Class R6 CVMRX 0000884110 S000066644 Calvert Emerging Markets Advancement Fund C000214852 Calvert Emerging Markets Advancement Fund Class I CEFIX C000214854 Calvert Emerging Markets Advancement Fund Class A CEFAX 0001105446 S000005145 Calvert US Large-Cap Core Responsible Index Fund C000014080 Class A CSXAX C000014082 Class C CSXCX C000014083 Class I CISIX C000195939 Class R6 CSXRX 0001105446 S000049168 Calvert US Large-Cap Growth Responsible Index Fund C000154981 Class A CGJAX C000154983 Class I CGJIX C000235281 Calvert US Large-Cap Growth Responsible Index Fund Class R6 CLGRX 0001105446 S000049169 Calvert US Large-Cap Value Responsible Index Fund C000154985 Class A CFJAX C000154987 Class I CFJIX C000235282 Calvert US Large-Cap Value Responsible Index Fund Class R6 CLVRX 0001105446 S000051236 Calvert US Mid-Cap Core Responsible Index Fund C000161544 Class A CMJAX C000161547 Class I CMJIX C000235283 Calvert US Mid-Cap Core Responsible Index Fund Class R6 CMCRX 0001105446 S000051237 Calvert International Responsible Index Fund C000161548 Class A CDHAX C000161551 Class I CDHIX C000211122 Calvert International Responsible Index Fund Class R6 CDHRX 0001121624 S000008714 Calvert Small-Cap Fund C000023745 Class A CCVAX C000023746 Class C CSCCX C000023747 Class I CSVIX C000211123 Calvert Small-Cap Fund Class R6 CALRX 0001121624 S000017171 Calvert Global Energy Solutions Fund C000047593 Class A CGAEX C000047595 Class C CGACX C000047596 Class I CAEIX 0001121624 S000024182 Calvert Global Water Fund C000070983 Class A CFWAX C000070984 Class C CFWCX C000139783 Calvert Global Water Fund Class I CFWIX 0001121624 S000042600 Calvert Green Bond Fund C000131729 Class A CGAFX C000131731 Class I CGBIX C000211124 Calvert Green Bond Fund Class R6 CBGRX 497 1 calvertsaisupp.htm CALVERT COMPLEX WIDE SAI SUPPLEMENT DTD 10-30-2023

CALVERT BALANCED FUND

CALVERT CONSERVATIVE ALLOCATION FUND

CALVERT EMERGING MARKETS ADVANCEMENT FUND

CALVERT EMERGING MARKETS EQUITY FUND

CALVERT EQUITY FUND

CALVERT FLOATING-RATE ADVANTAGE FUND

CALVERT FOCUSED VALUE FUND

CALVERT GLOBAL ENERGY SOLUTIONS

CALVERT GLOBAL WATER FUND

CALVERT GROWTH ALLOCATION FUND

CALVERT INTERNATIONAL EQUITY FUND

CALVERT INTERNATIONAL OPPORTUNITIES FUND

CALVERT INTERNATIONAL RESPONSIBLE INDEX FUND

CALVERT MID-CAP FUND

CALVERT MODERATE ALLOCATION FUND

CALVERT SMALL-CAP FUND

CALVERT ULTRA-SHORT DURATION INCOME FUND

CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX FUND

CALVERT US LARGE-CAP GROWTH RESPONSIBLE INDEX FUND

CALVERT US LARGE-CAP VALUE RESPONSIBLE INDEX FUND

CALVERT US MID-CAP CORE RESPONSIBLE INDEX FUND

Supplement to Statements of Additional Information (“SAIs”) dated February 1, 2023

 

CALVERT FLEXIBLE BOND FUND

CALVERT GLOBAL REAL ESTATE FUND

CALVERT RESPONSIBLE MUNICIPAL INCOME FUND

CALVERT VP SRI BALANCED PORTFOLIO

CALVERT VP SRI MID CAP PORTFOLIO

CALVERT VP EAFE INTERNATIONAL INDEX PORTFOLIO

CALVERT VP INVESTMENT GRADE BOND INDEX PORTFOLIO

CALVERT VP NASDAQ 100 INDEX PORTFOLIO

CALVERT VP RUSSELL 2000 SMALL CAP INDEX PORTFOLIO

CALVERT VP S&P 500 INDEX PORTFOLIO

CALVERT VP S&P MIDCAP 400 INDEX PORTFOLIO

CALVERT VP VOLATILITY MANAGED GROWTH PORTFOLIO

CALVERT VP VOLATILITY MANAGED MODERATE PORTFOLIO

CALVERT VP VOLATILITY MANAGED MODERATE GROWTH PORTFOLIO

Supplement to SAIs dated May 1, 2023

 

CALVERT EMERGING MARKETS FOCUSED GROWTH FUND

Supplement to SAI dated December 21, 2022 as revised May 31, 2023

 

CALVERT BOND FUND

CALVERT CORE BOND FUND

CALVERT GREEN BOND FUND

CALVERT HIGH YIELD BOND FUND

CALVERT INCOME FUND

CALVERT MORTGAGE ACCESS FUND

CALVERT SHORT DURATION INCOME FUND

Supplement to SAI dated June 30, 2023

 

CALVERT GLOBAL EQUITY FUND

CALVERT GLOBAL SMALL-CAP EQUITY FUND

CALVERT SMALL/MID-CAP FUND

Supplement to SAI dated April 12, 2023 as revised September 18, 2023

 

 
 

Effective immediately:

 

1.The following is added to the table under “Fund Management.” in “Management and Organization” under “Noninterested Trustees”:
Name and
Year of Birth		   Trust
Position(s)		   Length of Service   Principal Occupation(s) During Past Five Years
and Other Relevant Experience		   Number of Portfolios
in Fund Complex
Overseen By
Trustee(1)		   Other Directorships Held
During Last Five Years(2)
KAREN FANG
1958		   Trustee   Since 2023   Formerly, Managing Director, Wealth Management at GAMCO Asset Management (asset management firm) (2020-2023). Formerly, Managing Director, Senior Portfolio Manager of Fiduciary Trust Company International (wealth management firm) (1993-2019).   46   None
EDDIE RAMOS
1967		   Trustee   Since 2023   Private investor (2022-present). Formerly, Head of External Advisors/Diversity Portfolio Management at the New Jersey Division of Investment (2020-2022). Formerly, Chief Investment Officer and Lead Portfolio Manager – Global Fundamental Equities at Cornerstone Capital Management (asset management firm) (2011-2017).   46   Macquarie Optimum Funds (6) (asset management)

 

2.The following replaces the third sentence in the first paragraph in the paragraphs below the tables under “Fund Management.” in “Management and Organization”:

 

The Board is currently composed of ten Trustees, including nine Trustees who are not “interested persons” of the Fund, as that term is defined in the 1940 Act (each a “noninterested Trustee”).

 

3.The following replaces the last sentence of the third paragraph in the paragraphs below the tables under “Fund Management.” in “Management and Organization”:

 

In addition, the following specific experience, qualifications, attributes and/or skills apply as to each Trustee/Director: Mr. Baird, experiences as a chief executive officer of a non-profit corporation; Ms. Gresham Bullock, academic leadership experience, legal experience and experience as a board member of various organizations; Ms. Dominguez, experience as Chair of the U.S. Equal Employment Opportunity Commission and experience as a board member of various organizations; Ms. Fang, experience as a senior investment management, banking and capital markets professional; Mr. Guffey, experience as a director and officer of private companies and experience as a board member of various organizations; Mr. Harper, experience as a partner of a public accounting firm and experience as a board member of a mutual fund complex; Ms. Jones, legal experience and experience as a director of a private foundation; Mr. Ramos, experience as a former Chief Investment Officer of an asset manager; Mr. Williams, experience as the mayor of the District of Columbia and as a board member of various organizations; and Mr. Eliopoulos, experience as an industry leader on issues of sustainability and experience as a board member of various organizations.

 

4.The following replaces the third sentence of the first paragraph describing the Audit Committee under “Fund Management.” in “Management and Organization”:

 

The following individuals are members of the Board’s Audit Committee: Messrs. Baird, Guffey, Harper, Ramos and Williams, and Mses. Gresham Bullock, Dominguez, Fang and Jones.

 

5.The following replaces the first and second sentences of the second paragraph describing the Governance Committee under “Fund Management.” in “Management and Organization”:

 

The Board believes that diversity is an important attribute of a well-functioning board. The current Board is comprised of four

white males, one African American male, two African American females, one Asian female, one Hispanic male and one Hispanic female.

 

 
 

 

6.The following replaces the last sentence of the second paragraph describing the Governance Committee under “Fund Management.” in “Management and Organization”:

 

The following individuals serve as members of the Board’s Governance Committee: Messrs. Baird, Guffey, Harper, Ramos and Williams, and Mses. Gresham Bullock, Dominguez, Fang and Jones.

 

Effective December 31, 2023, Richard L. Baird, Jr. and John G. Guffey, Jr. will retire from the Board of Trustees.

 

October 30, 2023