Calvert Investments Continues Expansion of the Calvert Responsible Index Series

Developed Markets Ex-U.S. and U.S. Mid Cap Latest Introductions

BETHESDA, Md.--()--Calvert Investments, Inc., a global leader in responsible investing, announced today the introduction of two new indexes in the Calvert Responsible Index Series: the Calvert Developed Markets Ex-U.S. Responsible Index (CALDMI) and the Calvert U.S. Mid Cap Core Responsible Index (CALMID). In addition, Calvert launched mutual funds that will track each of the two new indexes: the Calvert Developed Markets Ex-U.S. Responsible Index Fund (NASDAQ: CDHAX) and the Calvert U.S. Mid Cap Core Responsible Index Fund (NASDAQ: CMJAX).

“Calvert is committed to meeting the evolving needs of our clients with both active and indexed responsible investing products,” said John Streur, CEO, Calvert Investments. “Calvert has 30 years of leadership in helping responsible investors define and assess the environmental, social and governance impacts of the corporations they own. Combine this with our shareholder engagement and we can help investors drive real positive change in the world.”

The indexes are driven by the Calvert Research System, a proprietary research platform that synthesizes multiple sources of non-financial data, including environmental, social, and governance (ESG) data. Calvert analysts identify and weight the ESG factors that are most material within each of 156 sub-industries, then rate and rank every company to build the list of index constituents. The firm continues to build upon its global responsible investment research expertise with the newest additions to its responsible index series and related low-cost index funds that will track them and institutional separate account products.

Calvert’s three other responsible index funds include:

  • Calvert U.S. Large Cap Core Responsible Index Fund (NASDAQ: CSXAX)
  • Calvert U.S. Large Cap Growth Responsible Index Fund (NASDAQ: CGJAX)
  • Calvert U.S. Large Cap Value Responsible Index Fund (NASDAQ: CFJAX)

Read a detailed news release here.

Investment in mutual funds involves risk, including possible loss of principal investment.

For more information on any Calvert Fund, please contact Calvert at 800.368.2748 for a free summary prospectus and/or prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest or send money.

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member FINRA and subsidiary of Calvert Investments, Inc.

Contacts

Calvert Investments, Inc.
Annie M. Cull, 301-951-4861
Annie.Cull@Calvert.com

Release Summary

Calvert Investments announced today two new indexes in the Calvert Responsible Index Series and two new mutual funds that will track each of the two new indexes.

Contacts

Calvert Investments, Inc.
Annie M. Cull, 301-951-4861
Annie.Cull@Calvert.com