0000940394-22-001060.txt : 20220601 0000940394-22-001060.hdr.sgml : 20220601 20220601092600 ACCESSION NUMBER: 0000940394-22-001060 CONFORMED SUBMISSION TYPE: 497 PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20220601 DATE AS OF CHANGE: 20220601 EFFECTIVENESS DATE: 20220601 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: 22986142 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 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 497 1 calafsupps.htm CSIF CALVERT ALLOCATION FUNDS PRO AND SAI SUPPS DTD 6-1-22

 

CALVERT CONSERVATIVE ALLOCATION FUND

CALVERT MODERATE ALLOCATION FUND

CALVERT GROWTH ALLOCATION FUND

Supplement to Prospectus dated February 1, 2022 as revised April 29, 2022

 

1.    The following replaces “Portfolio Managers” under “Management” in each “Fund Summary”:

Justin H. Bourgette, CFA, Vice President of CRM, has managed the Fund since December 31, 2016.

Schuyler Hooper, CFA, Vice President of CRM, has managed the Fund since November 12, 2021.

2.    The following replaces the sixth paragraph under “Management.” in “Management and Organization”:

The portfolio managers of each Fund are Justin H. Bourgette (since December 31, 2016) and Schuyler Hooper (since November 12, 2021). Messrs. Bourgette and Hooper are Vice Presidents of CRM and have been employees of the Eaton Vance organization for more than five years. Mr. Bourgette currently manages other funds and portfolios.

 

June 1, 2022 40774  6.1.22
 
 

CALVERT CONSERVATIVE ALLOCATION FUND

CALVERT MODERATE ALLOCATION FUND

CALVERT GROWTH ALLOCATION FUND

Supplement to Statement of Additional Information dated February 1, 2022

 

The following replaces the tables under “Portfolio Managers.” in “Investment Advisory and Administrative Services”:

  Number of
All Accounts		 Total Assets of
All Accounts		 Number of Accounts
Paying a Performance Fee		 Total Assets of Accounts
Paying a Performance Fee
Justin H. Bourgette, CFA        
Registered Investment Companies 5 $4,438.8 0 $0
Other Pooled Investment Vehicles 4 $252.6 0 $0
Other Accounts 2 $134.7 0 $0
Schuyler Hooper, CFA        
Registered Investment Companies 0 $0 0 $0
Other Pooled Investment Vehicles 3 $1,203.6 0 $0
Other Accounts 0 $0 0 $0

The following table shows the dollar range of equity securities beneficially owned in a Fund by its portfolio manager(s) as of the Funds’ most recent fiscal year ended September 30, 2021 and in the Calvert family of funds as of December 31, 2021.

Fund Name and
Portfolio Managers		 Dollar Range of Equity Securities
Beneficially Owned in the Fund		 Aggregate Dollar Range of Equity
Securities Beneficially Owned in the
Calvert Family of Funds
Conservative Allocation Fund    
Justin H. Bourgette, CFA None $50,001 - $100,000
Schuyler Hooper, CFA None $10,001 - $50,000
Moderate Allocation Fund    
Justin H. Bourgette, CFA None $50,001 - $100,000
Schuyler Hooper, CFA None $10,001 - $50,000
Growth Allocation Fund    
Justin H. Bourgette, CFA $50,001 - $100,000 $50,001 - $100,000
Schuyler Hooper, CFA $1 - $10,000 $10,001 - $50,000

 

June 1, 2022