Calvert Equity Portfolio Fact Sheet as of Q3 2014

www.calvert.com
EQUITY
FOURTH QUARTER 2014
Calvert Equity Portfolio
WHY INVEST
GROWTH OF $10,000 as of (12/31/14)
Seeks growth of capital through investment in stocks
believed to offer the potential for capital appreciation
and which meet the Fund's financial and sustainable
and responsible investment criteria.
$25,000
$20,000
INVESTMENT STRATEGY
$15,000
The Fund invests primarily in the common stocks of
U.S. large-cap companies that demonstrate positive
ESG performance. The Sub-advisor looks for established companies with a history of steady earnings
growth and selects companies it believes can sustain
growth and are favorably priced.
CLASS
TICKER
CUSIP
INCEPTION
DATE
A
B
C
Y
CSIEX
CSEBX
CSECX
CIEYX
131618308
131618852
131618704
131618589
8/24/87
3/31/98
3/1/94
10/31/08
MORNINGSTAR CATEGORY
ISSUES IN PORTFOLIO
$5,000
$0
FUND INFORMATION as of (12/31/14)
MINIMUM INITIAL INVESTMENT
ASSETS
DIVIDENDS
CAPITAL GAINS
$10,000
$2,000
$2,902.37 M
ANNUALLY
ANNUALLY
LARGE
GROWTH
112
2004
2014
Chart depicts the value of a hypothetical $10,000 investment in the Fund over the past 10 years (or since inception
for funds lacking 10-year history). Investment performance is for Class A shares at NAV, and assumes the reinvestment of dividends and capital gains. The performance would have been lower if the Class A sales charges
were deducted.
PERFORMANCE as of (12/31/14)
AVERAGE ANNUAL TOTAL RETURNS
YTD
QTD
1-YR
3-YR
5-YR
10-YR
SINCE
INCEPTION
A SHARES (NAV)
A SHARES (MAX LOAD OF 4.75%)
S&P 500 INDEX
LIPPER LARGE-CAP GROWTH FUNDS INDEX
11.04%
5.78%
13.69%
10.34%
5.92%
0.89%
4.93%
4.55%
11.04%
5.78%
13.69%
10.34%
18.71%
16.80%
20.41%
20.09%
13.90%
12.80%
15.45%
14.12%
7.60%
7.08%
7.67%
7.37%
8.26%
8.07%
N/A
8.01%
Expense Ratio: 1.23%. Performance data quoted already reflects deduction of fund operating expenses and
represents past performance, which is no guarantee of future results. The investment return and principal value
of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than
their original cost. Current performance may be higher or lower than the performance data quoted. Visit
www.calvert.com to obtain performance data current to the most recent month-end. Returns for periods of less
than one year are not annualized. Indices are unmanaged and reflect no deductions for fees, expenses, or taxes. It
is not possible to invest in an index.
SECTOR WEIGHTINGS 1 as of (12/31/14)
INFORMATION TECH
CONSUMER DISC.
HEALTH CARE
CONSUMER STAPLES
FINANCIALS
INDUSTRIALS
ENERGY
MATERIALS
TOP TEN HOLDINGS as of (12/31/14)
21.6%
20.5%
15.2%
14.1%
12.9%
8.9%
4.5%
2.3%
May Lose Value. Not FDIC Insured. Not a Deposit. No Bank Guarantee. Not NCUA/NCUSIF Insured. No Credit Union Guarantee.
CVS HEALTH CORP
APPLE INC
GILEAD SCIENCES INC
LOWE S COS INC
VISA INC CLASS A SHARES
QUALCOMM INC
COCA COLA CO/THE
WELLS FARGO + CO
EXPRESS SCRIPTS HOLDING CO
STARBUCKS CORP
4.87%
3.94%
3.50%
3.27%
3.19%
3.16%
2.98%
2.84%
2.81%
2.81%
The Morningstar Style Box™
reveals a fund's current
investment strategy. For
equity funds, the vertical
axis shows the market capitalization of the stocks
owned; the horizontal axis
shows investment style
(value, blend, or growth).
LIPPER LEADER RATINGS as of (12/31/14)
EQUITY
MORNINGSTAR STYLE BOX
Lipper ratings for Preservation reflect funds’ historical loss avoidance relative to other funds within the same
asset class, as of 12/31/14. Preservation ratings are relative, rather than absolute, measures, and funds named
Lipper Leaders for Preservation may still experience losses periodically; those losses may be larger for equity and
mixed equity funds than for fixed income funds. The Calvert Equity Portfolio, (Class A) in Lipper’s Large-Cap
Growth Funds classification, received the following ratings for the Overall, 3, 5 and 10 year periods, respectively
(number of funds rated follows the score in parentheses): Preservation: Lipper Leader (11118), 4 (11118), Lipper
Leader (9208), Lipper Leader (5548). 2
WHAT ARE THE RISKS
PORTFOLIO MANAGEMENT
ATLANTA CAPITAL MANAGEMENT COMPANY, LLC (SUB-ADVISOR)
Richard B. England, CFA
Fund Since 2006
Industry Since 1987
Paul J. Marshall, CFA
Fund Since 2009
Industry Since 1994
CALVERT INVESTMENT MANAGEMENT, INC. (ADVISOR)
Calvert Investment Management, Inc. is the investment advisor to the Calvert funds. Calvert's in-house Equities
and Fixed-Income teams manage a range of equity strategies and a full family of fixed-income strategies. In addition, Calvert's Equities team oversees premier Sub-advisors who provide expertise in their areas of specialization
and offer investors a broad spectrum of investment styles and objectives.
ABOUT CALVERT INVESTMENTS
We are a leading investment company using sustainability as a platform to create value for
institutional investors, financial advisors and their clients.
Independent Thinking. The expertise of our in-house investment managers, combined with premiere
institutional sub-advisors, generates diverse insights and delivers smart solutions to our clients.
Depth of Research. We integrate proprietary environmental, social and governance (ESG) research with
traditional financial analysis, to identify potential risks and opportunities others may overlook.
Breadth of Solutions. With over 40 distinct investment strategies, we offer a diverse set of solutions for a diverse
client base.
Client Focus. Partnering with professional financial advisors to put investors’ interests first, we facilitate
successful relationships between financial advisors and their clients.
Shareholder Advocacy. We actively engage companies in public policy on financial and ESG issues that enhance
shareholder value and ensure long-term sustainability.
1. Source: Indices from IDC, FactSet and Lipper. Sector weightings provided by MSCI. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or
financial products. This report is not approved, reviewed or produced by MSCI.
2. The Lipper ratings are subject to change every month and are based on an equal-weighted average of percentile ranks for the Total Return metric over 3, 5, and 10 year
periods (if applicable). The highest 20% in each peer group are named Lipper Leaders, the next 20% receive a score of 4, the middle 20% receive a score of 3, the next 20% a
score of 2, and the lowest 20% a score of 1. Lipper ratings are not intended to predict future results, and Lipper does not guarantee the accuracy of this information. More
information is available at www.lipperleaders.com. Lipper Leader Copyright 2015, Reuters, All Rights Reserved.
For more information on any Calvert fund, please contact your financial advisor, call Calvert at 800.368.2748, or visit www.calvert.com for a free summary prospectus and/ or
prospectus. An institutional investor should call Calvert at 800.327.2109. 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, a subsidiary of Calvert Investments, Inc. FS10919
Calvert funds are available at NAV for RIAs and Wrap Programs.
Printed on New Leaf Reincarnation paper containing 100% post-consumer waste.
www.calvert.com
Investment in mutual funds involves risk, including
possible loss of principal invested. You could lose
money on your investment in the Fund or the Fund
could underperform because of the following risks:
the market prices of stocks held by the Fund may fall;
individual investments of the Fund may not perform
as expected; and/or the Fund's portfolio management practices may not achieve the desired result. In
addition, large-cap companies may be unable to
respond quickly to new competitive challenges, such
as changes in technology, and also may not be able to
attain the high growth rate of successful smaller
companies, especially during periods of economic
expansion.

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