Calvert Impact Fund, Inc.

Q: What type of mutual fund is Calvert Impact Fund, Inc.?

Calvert Impact Fund, Inc. is a SEC-registered Equity mutual fund with $1.9B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk but historically offer stronger long-term returns compared to fixed income or money market funds. As of its latest SEC N-PORT filing, Calvert Impact Fund, Inc. holds 37 portfolio positions, all of which are detailed in the holdings table on this page. All data is sourced directly from SEC EDGAR filings and displayed free of charge on StockSifting.

Q: How current is Calvert Impact Fund, Inc.'s holdings data on StockSifting?

Holdings data for Calvert Impact Fund, Inc. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The 'Report date' shown at the top of this page indicates when the underlying data was current. For the absolute latest portfolio disclosure before the public release window, refer to SEC EDGAR directly or the fund's official website.

CIK: 0001121624 Equity

Report date: 2026-02-27

AUM $1.9B

Expense Ratio —

Category Equity

State —

Fiscal Year End —

Inception Date —

Manager —

Latest Filing 2026-02-27

About this Fund

Calvert Impact Fund, Inc. is a leading mutual fund company specializing in asset management and investment solutions that cater to a diverse range of investors seeking to align their financial objectives with their values. With a strong focus on wealth management, the company offers a broad spectrum of mutual funds that enable investors to create a well-diversified portfolio, including equity, debt, hybrid, and specialty funds. Calvert Impact Fund's investment approach is centered around responsible investing, integrating environmental, social, and governance (ESG) factors into its decision-making process to generate long-term sustainable returns. The company's investment expertise spans various asset classes, allowing investors to choose from a range of funds that suit their risk tolerance, investment horizon, and financial goals. For investors seeking a disciplined and consistent approach to investing, Calvert Impact Fund offers systematic investment plans (SIPs) that facilitate regular investments, helping to reduce timing risks and promote a culture of long-term investing. With a commitment to transparency, accountability, and investor-centricity, Calvert Impact Fund has established itself as a trusted partner for individuals, institutions, and financial advisors seeking to create a positive impact through their investment choices. The company's experienced team of investment professionals, backed by robust research and risk management capabilities, works tirelessly to deliver exceptional investment outcomes, underpinned by a rigorous investment process that balances risk and potential returns. By choosing Calvert Impact Fund, investors can tap into the company's extensive expertise in mutual fund management, asset allocation, and wealth management, while contributing to a more sustainable and equitable future. Through its comprehensive range of investment products and services, Calvert Impact Fund empowers investors to achieve their financial aspirations, while making a meaningful difference in the world. With a legacy built on integrity, expertise, and a passion for responsible investing, Calvert Impact Fund has earned the trust of investors who value a long-term, values-driven approach to investment management, and the company remains committed to helping its clients navigate the complexities of the investment landscape, while creating a lasting, positive impact on society and the environment.

Holdings

From latest SEC N-PORT filing · US-listed stocks only

37 positions

#	Security Name	CUSIP	Asset Type	Weight %	Value ($M)	Quantity
1	AAON AAON Inc Since 2026-05-10	000360206	Equity (Common)	0.81%	$15.26	200,126
2	AZZ AZZ Inc Since 2026-05-10	002474104	Equity (Common)	1.78%	$33.43	311,869
3	WMS Advanced Drainage Systems Inc Since 2026-05-10	00790R104	Equity (Common)	1.59%	$29.90	206,458
4	ALKT Alkami Technology Inc Since 2026-05-10	01644J108	Equity (Common)	0.68%	$12.69	550,138
5	ALGM Allegro MicroSystems Inc Since 2026-05-10	01749D105	Equity (Common)	0.88%	$16.55	627,398
6	ATR AptarGroup Inc Since 2026-05-10	038336103	Equity (Common)	1.78%	$33.38	273,685
7	ARMK Aramark Since 2026-05-10	03852U106	Equity (Common)	2.29%	$42.95	1,165,284
8	ATMU Atmus Filtration Technologies Inc Since 2026-05-10	04956D107	Equity (Common)	1.74%	$32.58	627,522
9	BMI Badger Meter Inc Since 2026-05-10	056525108	Equity (Common)	2.03%	$38.15	218,762
10	CCC CCC Intelligent Solutions Holdings Inc Since 2026-05-10	12510Q100	Equity (Common)	1.74%	$32.58	4,097,839
11	CSW CSW Industrials Inc Since 2026-05-10	126402106	Equity (Common)	3.87%	$72.54	247,125
12	CAI Caris Life Sciences Inc Since 2026-05-10	142152107	Equity (Common)	0.73%	$13.77	510,238
13	CERT Certara Inc Since 2026-05-10	15687V109	Equity (Common)	0.62%	$11.70	1,328,243
14	CBU Community Financial System Inc Since 2026-05-10	203607106	Equity (Common)	2.71%	$50.84	885,030
15	CNM Core & Main Inc Since 2026-05-10	21874C102	Equity (Common)	2.03%	$38.08	732,700
16	DORM Dorman Products Inc Since 2026-05-10	258278100	Equity (Common)	2.56%	$48.03	389,896
17	EGP EastGroup Properties Inc Since 2026-05-10	277276101	Equity (Common)	1.72%	$32.32	181,445
18	EPRT Essential Properties Realty Trust Inc Since 2026-05-10	29670E107	Equity (Common)	2.41%	$45.23	1,524,782
19	EEFT Euronet Worldwide Inc Since 2026-05-10	298736109	Equity (Common)	1.52%	$28.57	375,430
20	FFIN First Financial Bankshares Inc Since 2026-05-10	32020R109	Equity (Common)	1.09%	$20.44	684,274
21	FELE Franklin Electric Co Inc Since 2026-05-10	353514102	Equity (Common)	2.69%	$50.37	527,265
22	HAYW Hayward Holdings Inc Since 2026-05-10	421298100	Equity (Common)	1.83%	$34.40	2,226,562
23	HTFL HeartFlow Inc Since 2026-05-10	42238D107	Equity (Common)	0.46%	$8.61	295,231
24	IDA IDACORP Inc Since 2026-05-10	451107106	Equity (Common)	2.20%	$41.20	325,544
25	LYFT Lyft Inc Since 2026-05-10	55087P104	Equity (Common)	0.99%	$18.48	954,249
26	SHOO Steven Madden Ltd Since 2026-05-10	556269108	Equity (Common)	2.20%	$41.28	991,265
27	NCNO nCino Inc Since 2026-05-10	63947X101	Equity (Common)	0.48%	$9.06	353,563
28	OPCH Option Care Health Inc Since 2026-05-10	68404L201	Equity (Common)	2.19%	$41.08	1,289,271
29	POST Post Holdings Inc Since 2026-05-10	737446104	Equity (Common)	1.11%	$20.83	210,255
30	REXR Rexford Industrial Realty Inc Since 2026-05-10	76169C100	Equity (Common)	0.78%	$14.60	377,146
31	SPSC SPS Commerce Inc Since 2026-05-10	78463M107	Equity (Common)	0.56%	$10.50	117,821
32	THR Thermon Group Holdings Inc Since 2026-05-10	88362T103	Equity (Common)	1.14%	$21.32	573,591
33	VVV Valvoline Inc Since 2026-05-10	92047W101	Equity (Common)	2.10%	$39.32	1,353,136
34	WH Wyndham Hotels & Resorts Inc Since 2026-05-10	98311A105	Equity (Common)	2.76%	$51.77	685,091
35	HG Hamilton Insurance Group Ltd Since 2026-05-10	—	Equity (Common)	1.84%	$34.55	1,238,175
36	WTM White Mountains Insurance Group Ltd Since 2026-05-10	—	Equity (Common)	2.10%	$39.33	18,927
37	WIX Wix.com Ltd Since 2026-05-10	—	Equity (Common)	0.35%	$6.57	63,237

Frequently Asked Questions — Calvert Impact Fund, Inc.

What type of mutual fund is Calvert Impact Fund, Inc.?

Calvert Impact Fund, Inc. is a SEC-registered Equity fund, with $1.9B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Calvert Impact Fund, Inc. holds 37 portfolio positions, all detailed in the holdings table on this page.

What are Calvert Impact Fund, Inc.'s assets under management (AUM)?

Calvert Impact Fund, Inc. has $1.9B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.

What are Calvert Impact Fund, Inc.'s top holdings?

According to Calvert Impact Fund, Inc.'s most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include AAON Inc, AZZ Inc, Advanced Drainage Systems Inc , among others. The complete list of all 37 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.

What is Calvert Impact Fund, Inc.'s expense ratio?

Expense ratio data for Calvert Impact Fund, Inc. is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.

Where can I find Calvert Impact Fund, Inc.'s SEC filings?

Calvert Impact Fund, Inc. is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001121624. You can access all of Calvert Impact Fund, Inc.'s SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001121624). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.

How current is Calvert Impact Fund, Inc.'s holdings data on StockSifting?

Holdings data for Calvert Impact Fund, Inc. on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.