Calvert Mid-Cap Fund Class A(CCAFX)

Calvert Mid-Cap Fund Class A is a mutual fund focused primarily on investing in the common stocks of mid-capitalization companies, as defined by the range set by the Russell Midcap Index. The fund’s principal objective is long-term capital appreciation, and at least 80% of its net assets are allocated to mid-cap companies, with the flexibility to invest in small-cap stocks and up to 25% in foreign securities. It employs a dual approach combining fundamental financial analysis with environmental, social, and governance (ESG) criteria, emphasizing companies considered to have desirable quality, growth, and valuation characteristics. The fund is known for its rigorous ESG standards, resulting in a portfolio with significantly lower fossil fuel reserves, carbon emissions, and toxic emissions compared to the benchmark index. With an inception date of October 31, 1994, the fund holds a diversified portfolio across multiple sectors, seeking to minimize unintended risks through disciplined portfolio construction. Its market role is to provide investors access to responsible mid-cap equity exposure while integrating sustainability considerations into the investment process.