Calvert Investments Customer FAQ

To access your Calvert Investments account online, the first step is to visit the Calvert website. Once on the homepage, you should If you have not yet registered for online access, you will likely find an option to create an account by clicking on a link that says "Register" or "Sign Up." During the registration process, you may be required to provide personal information, including your Social Security number, account number, and other identifying details to verify your identity. If you encounter difficulties while trying to access your account, you may find resources such as password recovery options or FAQs on the website that can assist you. For specific inquiries related to your account, consider exploring the contact information available on the website for further guidance....

Calvert Investments offers options for opening accounts for minors through custodial accounts, which allow an adult to manage investments...

Yes, it is possible to transfer existing investments to Calvert Investments, but the process can vary depending on the type of investment Before initiating a transfer, it is advisable to review the various Calvert funds and their respective investment strategies to ensure that they align with your financial goals and risk tolerance. Additionally, investors should consider any potential tax implications, fees, or penalties associated with transferring investments. It is essential to gather all necessary documentation to facilitate a smooth transfer, including account statements and identification. For the most accurate and up-to-date information regarding the transfer process, it may be helpful to visit Calvert's official website. There, individuals can find detailed guidance and contact information for any further inquiries....

Calvert Investments typically implements certain restrictions or guidelines regarding withdrawals from accounts, which may vary based For retirement accounts, there might be regulations regarding early withdrawals and potential penalties if you take funds out before reaching a certain age or without qualifying for specific exceptions. Ultimately, it is crucial for investors to understand their particular investment and any applicable terms or conditions associated with withdrawals. To find detailed, current information regarding specific account restrictions, visiting Calvert Investments’ official website may provide clarity and resources necessary for further inquiry....

Calvert Investments does offer options for setting up automatic contributions to investment accounts. This feature allows investors...

Calvert Investments offers a diverse range of investment products, primarily focused on sustainable and responsible investment strategies. One of the primary offerings includes mutual funds, which allow investors to pool their money in a professionally managed portfolio that invests in stocks, bonds, or other securities. Calvert's mutual funds often focus on sectors such as renewable energy, social justice, and corporate governance, aiming to generate positive societal impact as well as financial performance. In addition to mutual funds, Calvert also provides separately managed accounts, catering to individual investors or institutional clients who may have specific investment needs or preferences. These accounts allow for tailored investments while incorporating the same principles of sustainability and responsible investing that Calvert advocates. Calvert also engages in other investment vehicles, such as exchange-traded funds (ETFs), designed to provide more flexibility and liquidity. These ETFs typically track indexes that focus on socially responsible companies or sustainable practices. Furthermore, Calvert conducts thorough research and analysis to ensure that their investments align with their values, appealing to investors looking for both fiscal accountability and societal progress. For the most current information on the types of investments available, individuals are encouraged to visit Calvert’s official website to explore their comprehensive offerings....

Calvert Investments offers various funds, each with its own minimum investment requirements that can vary. Generally, for mutual funds,...

Calvert Investments has a range of fees that can apply to various investment products, which are typically disclosed in the fund's Management fees are charged for the investment management services provided by Calvert and are also expressed as a percentage of the assets managed. Additionally, some Calvert funds may charge a sales load, which is a fee paid when purchasing shares of the fund, although there are different share classes available that may have varying load structures. It is important for investors to carefully review the prospectus for any specific fund they are interested in, as it provides detailed information about fees and expenses, as well as a breakdown of how these may impact overall performance. By understanding the associated fees, investors can better evaluate their investment choices. For the most accurate and up-to-date information regarding fees, it is advisable to refer to the current information available on the Calvert website....

Calvert Investments has a diverse range of funds that cater to various investment strategies, goals, and risk tolerances. Performance To assess the performance history of Calvert's investment funds, one can typically find detailed data regarding historical returns, risk-adjusted performance metrics, and comparisons against relevant benchmarks within the resources available on their official website. Performance may be measured on different time scales, such as one year, five years, or since inception, providing potential investors with a comprehensive view of how these funds have performed over various market environments. In addition, performance reports usually include information on how funds have dealt with market volatility and their overall volatility compared to their benchmarks. It is also advisable to consider factors such as fees, expenses, and management styles when evaluating fund performance. Overall, Calvert's focus on sustainable investing may appeal to those who value not only financial returns but also ethical considerations in their investment decisions. Engaging with the performance history can provide deeper insights, and it is recommended to explore the current web page for detailed performance data, fund fact sheets, and other relevant documentation to better understand the investment landscape offered by Calvert Investments....

Calvert Investments employs a comprehensive approach to socially responsible investment screening that focuses on integrating environmental, Once the negative screening is completed, Calvert conducts positive screening, which identifies companies that demonstrate strong performance in environmental sustainability, social responsibility, and corporate governance. This is often achieved through proprietary research and analysis, which may include a review of a company's practices in labor relations, diversity and inclusion, ecological impact, and community engagement. In addition to their internal research team, Calvert frequently collaborates with external organizations that specialize in ESG research to ensure that their assessments are both thorough and informed by the latest developments in socially responsible investing. Moreover, Calvert believes in the importance of active ownership. This means they actively engage with companies to advocate for better practices and transparency regarding their ESG performance. By voting on shareholder proposals and initiating dialogues with management, Calvert strives to influence positive change within the companies in which they invest. For more specific details on their investment strategies and methodologies, it may be helpful to look at the information available on the current Calvert Investments website....

Calvert Investments offers various mutual funds and investment options that may have specific tax implications, which can be important Additionally, capital gains distributions may occur in any mutual fund investment, including those managed by Calvert. Investors may be subject to taxes on these distributions, depending on their individual tax situations. It is essential for investors to understand the potential for short-term or long-term capital gains, as they are taxed at different rates. Generally, long-term capital gains, arising from assets held longer than one year, are taxed at a lower rate than short-term capital gains, which correspond to assets held for a shorter duration. Moreover, investors should be mindful of their overall asset allocation, as different types of investment accounts, such as tax-deferred or tax-exempt accounts, can influence how investments are taxed. It may be advisable for individuals to review their financial situation and tax strategy to optimize their investment choices with Calvert. For detailed information about specific tax implications and benefits associated with particular funds, investors may want to visit Calvert's official website or refer to the fund prospectuses, which include information on tax considerations. As tax situations can vary widely among investors, seeking personalized advice from a tax professional could also be beneficial....

To change your investment allocations with Calvert Investments, you generally have a few options depending on your specific investment If your investments are managed through a retirement plan or another financial intermediary, you may need to follow the specific procedures outlined by that organization. It is also wise to review the specific funds and their performance to ensure that your new allocations align with your investment goals and risk tolerance. Additionally, it can be helpful to consult relevant resources on the Calvert website, as they may provide guidance on how to make changes effectively. If needed, individuals can find contact information on the current webpage, ensuring they receive the most accurate and updated support for their investment decisions....

Calvert Investments offers a variety of educational resources designed to empower investors with the knowledge they need to make informed In addition to written materials, Calvert may also provide webinars and workshops, allowing investors the opportunity to engage directly with experts in the field. These sessions often cover trends in the market, investment strategies, and the significance of integrating sustainability into investment decisions. Furthermore, investors may find tools like risk assessment calculators and portfolio construction resources which can assist in evaluating their investment goals and strategies. Calvert’s website typically hosts these educational materials, making it easy for investors to access them at their convenience. Investors interested in learning more about the specific resources available, including any updates or new offerings, can visit Calvert's official website, where they will find comprehensive information regarding educational initiatives and other investor support services....

Calvert Investments provides various tools and resources for investors to monitor and evaluate their investment performance. Investors...

When Calvert funds are underperforming, there are several factors that investors might consider. First, it is important to understand In such situations, Calvert Investments typically reassesses its investment strategies and the individual holdings within the fund. They may conduct thorough analyses to determine the underlying reasons for the underperformance. If certain assets are not meeting expectations, changes may be made to the portfolio, which could involve rebalancing or replacing underperforming stocks with those that have better growth potential. Investors should also consider their own financial goals and time horizon. Periods of underperformance can be difficult to navigate, but it is crucial to recognize that short-term fluctuations are not uncommon in the investment world. Long-term investors may benefit from remaining patient and focused on their broader goals, as market dynamics can improve over time. It is advisable for investors to stay informed about their funds by regularly reviewing performance updates and exploring Calvert Investments' resources on their website, which may provide valuable insights into fund strategies and adjustments....