Calvert Fund
About this Fund
Calvert Fund is a renowned mutual fund company that has been at the forefront of asset management and investment solutions for decades, offering a diverse range of investment products that cater to the unique needs and goals of its valued clients. As a trusted name in the industry, Calvert Fund specializes in providing a broad spectrum of mutual funds, including equity, debt, hybrid, and money market funds, thereby enabling investors to build a well-diversified portfolio that aligns with their risk tolerance and investment objectives. With a strong focus on wealth management, the company helps investors achieve their long-term financial goals through a systematic investment plan, or SIP, which allows them to invest a fixed amount of money at regular intervals, thereby reducing the impact of market volatility and timing risks. Calvert Fund's investment approach is centered around a rigorous research process that involves a thorough analysis of market trends, economic indicators, and company-specific factors, enabling its experienced team of portfolio managers to make informed investment decisions that maximize returns while minimizing risk. The company's equity funds, for instance, invest in a broad range of stocks across various sectors and industries, including technology, healthcare, finance, and consumer goods, thereby providing investors with exposure to growth-oriented companies that have the potential to deliver long-term capital appreciation. On the other hand, its debt funds focus on investing in high-quality bonds and other fixed-income securities, offering investors a relatively stable source of income and a low-risk investment option. Calvert Fund's hybrid funds, which combine the benefits of equity and debt investments, are designed for investors who seek a balanced portfolio that offers a mix of capital appreciation and income generation. What sets Calvert Fund apart from its peers is its unwavering commitment to transparency, accountability, and investor-centricity, which has earned the company the trust and loyalty of its clients over the years. By prioritizing the needs and interests of its investors, Calvert Fund has established itself as a reliable and responsible asset management company that is dedicated to helping individuals and institutions achieve their financial goals through a range of investment solutions. The company's experienced team of investment professionals, who possess a deep understanding of the markets and a proven track record of delivering strong investment performance, work closely with clients to understand their unique needs and develop personalized investment strategies that are tailored to their risk profile, investment horizon, and financial objectives. As a result, Calvert Fund has become a trusted partner for investors who seek a comprehensive and integrated approach to wealth management, one that combines the benefits of mutual fund investing with the expertise and guidance of a seasoned asset management company. With a long history of delivering strong investment performance and a reputation for excellence in asset management, Calvert Fund has established itself as a leading player in the mutual fund industry, attracting a diverse range of investors who value the company's expertise, integrity, and commitment to their financial well-being. By leveraging its expertise in investment research, portfolio management, and wealth management, Calvert Fund continues to innovate and evolve, developing new and innovative investment solutions that cater to the changing needs and preferences of its clients. Whether investors are seeking to build wealth over the long term, generate income, or preserve their capital, Calvert Fund offers a range of investment options that can help them achieve their financial goals, making it a trusted and reliable partner for anyone seeking a successful and rewarding investment experience. Through its extensive range of mutual funds and investment solutions, Calvert Fund provides investors with the flexibility and convenience they need to manage their investments effectively, whether they are experienced investors or just starting to build their portfolio. The company's investor-friendly approach, which includes a user-friendly website, dedicated customer support, and a range of educational resources, makes it easy for investors to navigate the complex world of mutual fund investing, understand the benefits and risks of different investment options, and make informed investment decisions that align with their financial goals and risk tolerance. By combining its expertise in asset management with a deep understanding of the needs and preferences of its clients, Calvert Fund has created a unique and compelling value proposition that sets it apart from its competitors and establishes it as a leader in the mutual fund industry.
Holdings
From latest SEC N-PORT filing · US-listed stocks only
| # | Security Name | CUSIP | Asset Type | Weight % | Value ($M) | Quantity |
|---|---|---|---|---|---|---|
| 1 | AKAM AKAMAI TECHNOLOGIES INC Since 2026-05-10 | 00971TAN1 | Debt |
0.04%
|
$0.48 | 490,000 |
| 2 | ALLY ALLY FINANCIAL INC Since 2026-05-10 | 02005NBM1 | Debt |
0.22%
|
$2.92 | 2,935,000 |
| 3 | APO APOLLO GLOBAL MANAGEMENT Since 2026-05-10 | 03769MAE6 | Debt |
0.22%
|
$2.95 | 2,940,000 |
| 4 | BMO BANK OF MONTREAL Since 2026-05-10 | 06368LQ58 | Debt |
0.18%
|
$2.48 | 2,331,000 |
| 5 | DDOG DATADOG INC Since 2026-05-10 | 23804LAD5 | Debt |
0.04%
|
$0.56 | 560,000 |
| 6 | DOCN DIGITALOCEAN HOLDINGS Since 2026-05-10 | 25402DAC6 | Debt |
0.05%
|
$0.71 | 500,000 |
| 7 | D DOMINION ENERGY INC Since 2026-05-10 | 25746UDZ9 | Debt |
0.17%
|
$2.26 | 2,250,000 |
| 8 | EPR EPR PROPERTIES Since 2026-05-10 | 26884UAE9 | Debt |
0.19%
|
$2.55 | 2,526,000 |
| 9 | EPR EPR PROPERTIES Since 2026-05-10 | 26884UAF6 | Debt |
0.06%
|
$0.84 | 869,000 |
| 10 | EPR EPR PROPERTIES Since 2026-05-10 | 26884UAG4 | Debt |
0.13%
|
$1.79 | 1,930,000 |
| 11 | ACT ENACT HOLDINGS INC Since 2026-05-10 | 29249EAA7 | Debt |
0.38%
|
$5.05 | 4,820,000 |
| 12 | ESNT ESSENT GROUP LTD Since 2026-05-10 | 29669JAA7 | Debt |
0.07%
|
$0.92 | 879,000 |
| 13 | FITB FIFTH THIRD BANCORP Since 2026-05-10 | 316773DJ6 | Debt |
0.23%
|
$3.12 | 3,000,000 |
| 14 | FTRE FORTREA HOLDINGS INC Since 2026-05-10 | 34965KAA5 | Debt |
0.12%
|
$1.65 | 1,608,000 |
| 15 | HSBC HSBC HOLDINGS PLC Since 2026-05-10 | 404280DR7 | Debt |
0.32%
|
$4.24 | 4,008,000 |
| 16 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PDX1 | Debt |
0.51%
|
$6.91 | 6,557,000 |
| 17 | JPM JPMORGAN CHASE & CO Since 2026-05-10 | 46647PFD3 | Debt |
0.56%
|
$7.54 | 7,556,000 |
| 18 | KKR KKR & CO INC Since 2026-05-10 | 48251WAB0 | Debt |
0.22%
|
$2.89 | 2,890,000 |
| 19 | LUMN Lumen Technologies Inc Since 2026-05-10 | 55024EAF2 | LON |
0.05%
|
$0.67 | 671,727 |
| 20 | LUMN Lumen Technologies Inc Since 2026-05-10 | 55024EAG0 | LON |
0.05%
|
$0.67 | 671,727 |
| 21 | MRX MAREX GROUP PLC Since 2026-05-10 | 566539AA0 | Debt |
0.35%
|
$4.67 | 4,503,000 |
| 22 | MBC MASTERBRAND INC Since 2026-05-10 | 57638PAA2 | Debt |
0.18%
|
$2.38 | 2,294,000 |
| 23 | NMIH NMI HOLDINGS Since 2026-05-10 | 629209AC1 | Debt |
0.09%
|
$1.26 | 1,212,000 |
| 24 | OTEX Open Text Corporation Since 2026-05-10 | 68371YAP8 | LON |
0.15%
|
$2.07 | 2,066,455 |
| 25 | QRVO QORVO INC Since 2026-05-10 | 74736KAJ0 | Debt |
0.49%
|
$6.57 | 7,075,000 |
| 26 | RPRX ROYALTY PHARMA PLC Since 2026-05-10 | 78081BAU7 | Debt |
0.09%
|
$1.17 | 1,161,000 |
| 27 | FOUR SHIFT4 PAYMENTS INC Since 2026-05-10 | 82452JAD1 | Debt |
0.03%
|
$0.42 | 435,000 |
| 28 | SAH SONIC AUTOMOTIVE INC Since 2026-05-10 | 83545GBE1 | Debt |
0.18%
|
$2.42 | 2,500,000 |
| 29 | TCBI TEXAS CAPITAL BANCSHARES Since 2026-05-10 | 88224QAA5 | Debt |
0.26%
|
$3.50 | 3,542,000 |
| 30 | UBS UBS GROUP AG Since 2026-05-10 | 902613BF4 | Debt |
0.26%
|
$3.47 | 3,150,000 |
| 31 | UBS UBS GROUP AG Since 2026-05-10 | 90352JAC7 | Debt |
0.13%
|
$1.69 | 1,685,000 |