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Calvert Impact Fund Inc., et al. – ‘497’ on 3/28/24

On:  Thursday, 3/28/24, at 11:11am ET   ·   Effective:  3/28/24   ·   Accession #:  940394-24-345   ·   File #s:  2-69565, 2-75106, 2-76510, 33-45829, 333-34122, 333-44064

Previous ‘497’:  ‘497’ on 3/18/24   ·   Latest ‘497’:  This Filing

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 3/28/24  Calvert Impact Fund Inc.          497         3/28/24    1:42K                                    Evm Consolidated … CodesCalvert Global Energy Solutions Fund Class A (CGAEX) — Class C (CGACX) — Class I (CAEIX)Calvert Global Water Fund Calvert Global Water Fund Class I (CFWIX) — Class A (CFWAX) — Class C (CFWCX)Calvert Green Bond Fund Calvert Green Bond Fund Class R6 (CBGRX) — Class A (CGAFX) — Class I (CGBIX)Calvert Small-Cap Fund Calvert Small-Cap Fund Class R6 (CALRX) — Class A (CCVAX) — Class C (CSCCX) — Class I (CSVIX)
          Calvert Social Investment FundCalvert Balanced Fund Calvert Balanced Fund Class R6 (CBARX) — Class A (CSIFX) — Class C (CSGCX) — Class I (CBAIX)Calvert Bond Fund Class A (CSIBX) — Class C (CSBCX) — Class I (CBDIX) — Class R6 (CBORX)Calvert Conservative Allocation Fund Calvert Conservative Allocation Fund Class R6 (CAARX) — Class A (CCLAX) — Class C (CALCX) — Class I (CFAIX)Calvert Equity Fund Class A (CSIEX) — Class C (CSECX) — Class I (CEYIX) — Class R6 (CEYRX)Calvert Focused Value Fund 4 Classes/ContractsCalvert Growth Allocation Fund Calvert Growth Allcoation Fund Class R6 (CGARX) — Class A (CAAAX) — Class C (CAACX) — Class I (CAGIX)Calvert Moderate Allocation Fund Calvert Moderate Allocation Fund Class R6 (CAMRX) — Class A (CMAAX) — Class C (CMACX) — Class I (CLAIX)
          Calvert World Values Fund Inc.Calvert Emerging Markets Advancement Fund Calvert Emerging Markets Advancement Fund Class A (CEFAX) — Calvert Emerging Markets Advancement Fund Class I (CEFIX)Calvert Emerging Markets Equity Fund Calvert Emerging Markets Equity Fund Class R6 (CVMRX) — Class A (CVMAX) — Class C (CVMCX) — Class I (CVMIX)Calvert International Equity Fund Calvert International Equity Fund Class R6 (CIESX) — Class A (CWVGX) — Class C (CWVCX) — Class I (CWVIX)Calvert International Opportunities Fund Calvert International Opportunities Fund Class R6 (COIRX) — Class A (CIOAX) — Class C (COICX) — Class I (COIIX)Calvert Mid-Cap Fund Class A (CCAFX) — Class C (CCACX) — Class I (CCPIX)
          Calvert Responsible Index Series, Inc.Calvert International Responsible Index Fund Calvert International Responsible Index Fund Class R6 (CDHRX) — Class A (CDHAX) — Class I (CDHIX)Calvert US Large-Cap Core Responsible Index Fund Class A (CSXAX) — Class C (CSXCX) — Class I (CISIX) — Class R6 (CSXRX)Calvert US Large-Cap Growth Responsible Index Fund Calvert US Large-Cap Growth Responsible Index Fund Class R6 (CLGRX) — Class A (CGJAX) — Class I (CGJIX)Calvert US Large-Cap Value Responsible Index Fund Calvert US Large-Cap Value Responsible Index Fund Class R6 (CLVRX) — Class A (CFJAX) — Class I (CFJIX)Calvert US Mid-Cap Core Responsible Index Fund Calvert US Mid-Cap Core Responsible Index Fund Class R6 (CMCRX) — Class A (CMJAX) — Class I (CMJIX)
          Calvert Management SeriesCalvert Emerging Markets Focused Growth Fund 4 Classes/ContractsCalvert Flexible Bond Fund Calvert Flexible Bond Fund Class R6 (CUBRX) — Class A (CUBAX) — Class C (CUBCX) — Class I (CUBIX)Calvert Floating-Rate Advantage Fund 3 Classes/ContractsCalvert Global Equity Fund Calvert Global Equity Fund Class ACalvert Global Equity Fund Class ICalvert Global Real Estate Fund 4 Classes/ContractsCalvert Global Small-Cap Equity Fund 3 Classes/ContractsCalvert Responsible Municipal Income Fund Class A (CTTLX) — Class C (CTTCX) — Class I (CTTIX)Calvert Small/Mid-Cap Fund Calvert Small/Mid-Cap Fund Class ACalvert Small/Mid-Cap Fund Class CCalvert Small/Mid-Cap Fund Class I
          Calvert FundCalvert Core Bond Fund Calvert Core Bond Fund Class R6 (CLDRX) — Class A (CLDAX) — Class I (CLDIX)Calvert High Yield Bond Fund Calvert High Yield Bond Fund Class R6 (CYBRX) — Class A (CYBAX) — Class C (CHBCX) — Class I (CYBIX)Calvert Income Fund Calvert Income Fund Class R6 (CINRX) — Class A (CFICX) — Class C (CIFCX) — Class I (CINCX)Calvert Mortgage Access Fund 4 Classes/ContractsCalvert Short Duration Income Fund Calvert Short Duration Income Fund Class R6 (CDSRX) — Class A (CSDAX) — Class C (CDICX) — Class I (CDSIX)Calvert Ultra-Short Duration Income Fund Calvert Ultra-Short Duration Income Fund Class I (CULIX) — Class A (CULAX) — Class R6 (CULRX)

Definitive Material   —   Rule 497   —   ICA’40

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 497         Calvert Complex Wide Prospectus Supplement Dtd      HTML     18K 
                3-28-2024                                                        


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CALVERT FLEXIBLE BOND FUND

CALVERT GLOBAL REAL ESTATE FUND

CALVERT RESPONSIBLE MUNICIPAL INCOME FUND

Supplement to Prospectuses dated May 1, 2023

 

CALVERT EMERGING MARKETS FOCUSED GROWTH FUND

Supplement to Prospectus dated December 21, 2022, as revised May 31, 2023

 

CALVERT SMALL/MID-CAP FUND

Supplement to Prospectus dated April 12, 2023, as revised, September 18, 2023

 

CALVERT BALANCED FUND

CALVERT BOND FUND

CALVERT CONSERVATIVE ALLOCATION FUND

CALVERT CORE BOND FUND

CALVERT EMERGING MARKETS ADVANCEMENT FUND

CALVERT EMERGING MARKETS EQUITY FUND

CALVERT EQUITY FUND

CALVERT FLOATING-RATE ADVANTAGE FUND

CALVERT FOCUSED VALUE FUND

CALVERT GLOBAL ENERGY SOLUTIONS FUND

CALVERT GLOBAL EQUITY FUND

CALVERT GLOBAL SMALL-CAP EQUITY FUND

CALVERT GLOBAL WATER FUND

CALVERT GREEN BOND FUND

CALVERT GROWTH ALLOCATION FUND

CLAVERT HIGH YIELD BOND FUND

CALVERT INCOME FUND

CALVERT INTERNATIONAL EQUITY FUND

CALVERT INTERNATIONAL OPPORTUNITIES FUND

CALVERT INTERNATIONAL RESPONSIBLE INDEX FUND

CALVERT MID-CAP FUND

CALVERT MODERATE ALLOCATION FUND

CALVERT MORTGAGE ACCESS FUND

CALVERT SHORT DURATION INCOME FUND

CALVERT SMALL-CAP FUND

CALVERT ULTRA-SHORT DURATION INCOME FUND

CALVERT US LARGE-CAP CORE RESPONSIBLE INDEX FUND

CALVERT US LARGE-CAP GROWTH RESPONSIBLE INDEX FUND

CALVERT US LARGE-CAP VALUE RESPONSIBLE INDEX FUND

CALVERT US MID-CAP CORE RESPONSIBLE INDEX FUND

Supplement to Prospectuses dated February 1, 2024

 

The following change is effective April 1, 2024.

 

The following replaces “Fund Purchases through Merrill Lynch” under “Appendix B – Financial Intermediary Sales Charge Variations”:

 

Fund Purchases through Merrill Lynch

Purchases or sales of front-end (i.e. Class A) or level-load (i.e., Class C) mutual fund shares through a Merrill platform or account will be eligible only for the following sales load waivers (front-end, contingent deferred, or back-end waivers) and discounts, which differ from those disclosed elsewhere in this Fund’s prospectus. Purchasers will have to buy mutual fund shares directly from the mutual fund company or through another intermediary to be eligible for waivers or discounts not listed below.

It is the client’s responsibility to notify Merrill at the time of purchase or sale of any relationship or other facts that qualify the transaction for a waiver or discount. A Merrill representative may ask for reasonable documentation of such facts and Merrill may condition the granting of a waiver or discount on the timely receipt of such documentation.

 
 

 

Additional information on waivers and discounts is available in the Merrill Sales Load Waiver and Discounts Supplement (the “Merrill SLWD Supplement") and in the Mutual Fund Investing at Merrill pamphlet at ml.com/funds. Clients are encouraged to review these documents and speak with their financial advisor to determine whether a transaction is eligible for a waiver or discount.

Front-end Load Waivers Available at Merrill

·Shares of mutual funds available for purchase by employer-sponsored retirement, deferred compensation, and employee benefit plans (including health savings accounts) and trusts used to fund those plans provided the shares are not held in a commission-based brokerage account and shares are held for the benefit of the plan. For purposes of this provision, employer-sponsored retirement plans do not include SEP IRAs, Simple IRAs, SAR-SEPs or Keogh plans
·Shares purchased through a Merrill investment advisory program
·Brokerage class shares exchanged from advisory class shares due to the holdings moving from a Merrill investment advisory program to a Merrill brokerage account
·Shares purchased through the Merrill Edge Self-Directed platform
·Shares purchased through the systematic reinvestment of capital gains distributions and dividend reinvestment when purchasing shares of the same mutual fund in the same account
·Shares exchanged from level-load shares to front-end load shares of the same mutual fund in accordance with the description in the Merrill SLWD Supplement
·Shares purchased by eligible employees of Merrill or its affiliates and their family members who purchase shares in accounts within the employee’s Merrill Household (as defined in the Merrill SLWD Supplement)
·Shares purchased by eligible persons associated with the fund as defined in this prospectus (e.g. the fund’s officers or trustees)
·Shares purchased from the proceeds of a mutual fund redemption in front-end load shares provided (1) the repurchase is in a mutual fund within the same fund family; (2) the repurchase occurs within 90 calendar days from the redemption trade date; and (3) the redemption and purchase occur in the same account (known as Rights of Reinstatement). Automated transactions (i.e. systematic purchases and withdrawals) and purchases made after shares are automatically sold to pay Merrill’s account maintenance fees are not eligible for Rights of Reinstatement

CDSC Waivers on Front-end, Back-end and Level Load Shares Available at Merrill

·Shares sold due to the client’s death or disability (as defined by Internal Revenue Code Section 22e(3))
·Shares sold pursuant to a systematic withdrawal program subject to Merrill’s maximum systematic withdrawal limits as described in the Merrill SLWD Supplement
·Shares sold due to return of excess contributions from an IRA account
·Shares sold as part of a required minimum distribution for IRA and retirement accounts due to the investor reaching the qualified age based on applicable IRS regulation
·Front-end or level-load shares held in commission-based, non-taxable retirement brokerage accounts (e.g. traditional, Roth, rollover, SEP IRAs, Simple IRAs, SAR-SEPs or Keogh plans) that are transferred to fee-based accounts or platforms and exchanged for a lower cost share class of the same mutual fund

Front-end Load Discounts Available at Merrill: Breakpoints, Rights of Accumulation & Letters of Intent

·Breakpoint discounts, as described in this prospectus, where the sales load is at or below the maximum sales load that Merrill permits to be assessed to a front-end load purchase, as described in the Merrill SLWD Supplement
·Rights of Accumulation (ROA), as described in the Merrill SLWD Supplement, which entitle clients to breakpoint discounts based on the aggregated holdings of mutual fund family assets held in accounts in their Merrill Household
·Letters of Intent (LOI), which allow for breakpoint discounts on eligible new purchases based on anticipated future eligible purchases within a fund family at Merrill, in accounts within your Merrill Household, as further described in the Merrill SLWD Supplement

 

March 28, 2024 43532  3.28.24

 


Dates Referenced Herein   and   Documents Incorporated by Reference

This ‘497’ Filing    Date    Other Filings
4/1/24
Filed on / Effective on:3/28/24
2/1/24485BPOS
9/18/23497,  497K
5/31/23497,  497K
5/1/23485BPOS,  497,  497K
4/12/23485BPOS
12/21/22485BPOS
 List all Filings 
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Filing Submission 0000940394-24-000345   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

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