Calvert Balanced Portfolio — new fund registration

CALVERT SOCIAL INVESTMENT FUND registered fund series on Form 485APOS, filed 2016-12-02. Featured series: Calvert Balanced Portfolio.

Registration

• Registrant / trust: CALVERT SOCIAL INVESTMENT FUND
• CIK: 0000356682
• Form: 485APOS
• Filed: 2016-12-02
• Accession: 0000356682-16-000245
• Reported net assets: $1.4B

Series & classes (24)

Fees (from the effective prospectus)

• 12b-1 fee: 0.24%
• Gross expense ratio: 0.90%
• Management fee: 0.50%
• Net expense ratio: 0.93%
• Other expenses: 0.16%

Investment objective

The Funds investment objective is to seek to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity.

Advisers

• Calvert Research and Management (Advisor)

Other filings by this registrant (13)

• 485APOS — 2022-02-04 (4 new series)
• 485APOS — 2016-03-21
• 485APOS — 2012-11-27
• NT-NCSR — 2011-12-09
• 485APOS — 2009-11-20
• 485APOS — 2005-06-28
• 485APOS — 2005-05-18
• 485APOS — 2005-04-26
• 485APOS — 2005-04-15
• 485APOS — 2005-03-29
• 485APOS — 2005-01-19
• 485APOS — 2005-01-19

More

• Registrant profile: CALVERT SOCIAL INVESTMENT FUND
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