Investors have long been drawn to ETFs for the many potential benefits they offer and to Calvert for the ability to invest for competitive performance and positive change.
Calvert ETFs give you a new way to leverage the firm's 40 years of Responsible Investing experience and expertise.
Why ETFs
Why ETFs
Transparency
Underlying holdings are disclosed on a daily basis and share prices are updated real time.
Efficiency
Designed to be tax efficient and are operated in a way that generates relatively few taxable events.
Low Cost
Simple fee structures and generally lower expenses than actively managed mutual funds.
Diversification
Offer diversified exposure to different asset classes, sectors, geographies and strategies.
Trading Flexibility
Investors can buy and sell shares intraday as ETFs are traded on an exchange.
Calvert ETF Solutions
Calvert ETFs include four indexed strategies - which track proprietary Calvert indices - and two active strategies. These funds cover a range of key asset classes, can potentially serves as core portfolio holdings and rely on decades-deep expertise in Responsible Investing.
| TICKER | ETF NAME | INVESTMENT OBJECTIVE | INVESTMENT STYLE | ||
|---|---|---|---|---|---|
| CVLC Equity Calvert US Large-Cap Core Responsible Index ETF | Seeks to track the performance of the Calvert US Large-Cap Core Responsible Index. Index | ||||
| CVIE Equity Calvert International Responsible Index ETF | Seeks to track the performance of the Calvert International Responsible Index. Index | ||||
| CVMC Equity Calvert US Mid-Cap Core Responsible Index ETF | Seeks to track the performance of the Calvert US Mid-Cap Core Responsible Index. Index | ||||
| CDEI Equity Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF | Seeks to track the performance of the Calvert US Large-Cap Diversity Research Index. Index | ||||
| CVSE Equity Calvert US Select Equity ETF | Seeks to provide long-term capital appreciation. Active | ||||
| CVSB Fixed Income Calvert Ultra-Short Investment Grade ETF | Seeks to maximize income, to the extent consistent with preservation of capital, through investment in short-term bonds and income-producing securities. Active | ||||
Partner with a Pioneer
Calvert has achieved many milestones over four decades of leadership and innovation in Responsible Investing. Today, investors can choose Calvert ETFs that span the global capital markets and benefit from its integrated process.
Principled Approach
The Calvert Principles for Responsible Investment bridge global norms for responsible business with the needs of return-seeking investors
Active Engagement
Calvert's Corporate Engagement Specialists influence companies toward greater sustainability and corporate governance
Research Driven
Specialized research analysts use differentiated data to evaluate financially material ESG factors to measure impact and identify catalysts for positive change
More to Explore
Dedicated Support
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.