Now you can tap into the robust capabilities of these renowned investment teams in an ETF. Their strategies can help you address a variety of portfolio needs, including capital growth, tax efficient income and diversification into alternatives.
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TICKER | ETF NAME | DESCRIPTION | INVESTMENT STYLE | FACTSHEET |
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An ETF can fulfill a variety of roles in a portfolio depending on an investor’s needs. No matter how ETFs are integrated, there are potential distinct benefits that they all have in common.
Why ETFs
Simple fee structures and generally lower expenses than actively managed mutual funds.
Designed to be tax efficient and are operated in a way that generates relatively few taxable events.
Underlying holdings are disclosed on a daily basis and share prices are updated real time.
Investors can buy and sell shares intraday as ETFs are traded on an exchange.
Offer diversified exposure to different asset classes, sectors, geographies and strategies.
For advisors
Call us at 800-836-2414 for more information
For Investors
Talk with your advisor about adding Calvert ETFs to your portfolio
Important Risks and ETF Information
Before investing prospective investors should consider carefully the investment objective(s), risks, and charges and expenses. Read the prospectus carefully before you invest or send money. To obtain an exchange-traded fund ("ETF") prospectus or summary prospectus, contact your financial advisor or download a copy here.
An ESG investment strategy limits the types and number of investment opportunities available to the strategy and, as a result, the strategy may underperform other funds that do not have an ESG focus. Companies selected for inclusion in a strategy may not exhibit positive or favorable ESG characteristics at all times and may shift into and out of favor depending on market and economic conditions.
Environmental, social, and governance (ESG) criteria are a set of standards for a company's behavior used by socially conscious investors to screen potential investments.
Environmental criteria consider how a company safeguards the environment, including corporate policies addressing climate change, for example. Social criteria examine how it manages relationships with employees, suppliers, customers, and the communities where it operates. Governance deals with a company's leadership, executive pay, and shareholder rights.
Shares of Calvert ETFs are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Total Returns are calculated using the daily 4:00pm net asset value (NAV).
Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns you would receive if you traded shares at other times.
Morgan Stanley Investment Management Inc. is the adviser to the Calvert ETFs.
Calvert ETFs are distributed by Foreside Fund Services, LLC.
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