0000743773-16-000164.txt : 20161228 0000743773-16-000164.hdr.sgml : 20161228 20161228091735 ACCESSION NUMBER: 0000743773-16-000164 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20161228 DATE AS OF CHANGE: 20161228 EFFECTIVENESS DATE: 20161228 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT FUND CENTRAL INDEX KEY: 0000701039 IRS NUMBER: 526228948 STATE OF INCORPORATION: MD FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-03416 FILM NUMBER: 162071478 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: STE 1000N CITY: BETHESDA STATE: MD ZIP: 02814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: CALVERT INVESTMENTS, INC. STREET 2: 4550 MONTGOMERY AVE., SUITE 1000 N CITY: BETHESDA STATE: MD ZIP: 20814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT WORLD VALUES FUND INC CENTRAL INDEX KEY: 0000884110 IRS NUMBER: 521771206 STATE OF INCORPORATION: MD FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-06563 FILM NUMBER: 162071479 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: STE 1000N CITY: BETHESDA STATE: MD ZIP: 20801 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: CALVERT INVESTMENTS, INC. STREET 2: 4550 MONTGOMERY AVE SUITE 1000 N CITY: BETHESDA STATE: MD ZIP: 20814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT SOCIAL INVESTMENT FUND CENTRAL INDEX KEY: 0000356682 IRS NUMBER: 000000000 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-03334 FILM NUMBER: 162071480 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: SUITE 1000 N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514800 MAIL ADDRESS: STREET 1: CALVERT INVESTMENTS, INC. STREET 2: 4550 MONTGOMERY AVENUE, SUITE 1000 N CITY: BETHESDA STATE: MD ZIP: 20814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Calvert Responsible Index Series, Inc. CENTRAL INDEX KEY: 0001105446 IRS NUMBER: 000000000 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-09877 FILM NUMBER: 162071481 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: STE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVE STREET 2: STE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT SOCIAL INDEX SERIES INC DATE OF NAME CHANGE: 20000601 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT 2000 SERIES INC DATE OF NAME CHANGE: 20000207 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT VARIABLE SERIES INC CENTRAL INDEX KEY: 0000708950 IRS NUMBER: 000000000 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-03591 FILM NUMBER: 162071483 BUSINESS ADDRESS: STREET 1: C/O CALVERT INVESTMENTS, INC. STREET 2: 4550 MONTGOMERY AVE CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 301-951-4881 MAIL ADDRESS: STREET 1: O STREET 2: O CITY: O STATE: CA ZIP: 00000 FORMER COMPANY: FORMER CONFORMED NAME: ACACIA CAPITAL CORP DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Calvert Management Series CENTRAL INDEX KEY: 0000319676 IRS NUMBER: 526211999 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-03101 FILM NUMBER: 162071484 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVE STE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: CALVERT TAX FREE RESERVES DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Calvert Variable Products, Inc. CENTRAL INDEX KEY: 0000743773 IRS NUMBER: 000000000 STATE OF INCORPORATION: MD FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-04000 FILM NUMBER: 162071477 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE STREET 2: SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 301-951-4800 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE STREET 2: SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: SUMMIT MUTUAL FUNDS, INC. DATE OF NAME CHANGE: 20090122 FORMER COMPANY: FORMER CONFORMED NAME: SUMMIT MUTUAL FUNDS INC DATE OF NAME CHANGE: 20000323 FORMER COMPANY: FORMER CONFORMED NAME: CARILLON FUND INC DATE OF NAME CHANGE: 19920703 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CALVERT IMPACT FUND INC CENTRAL INDEX KEY: 0001121624 IRS NUMBER: 000000000 FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-10045 FILM NUMBER: 162071482 BUSINESS ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE STREET 2: SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 3019514881 MAIL ADDRESS: STREET 1: 4550 MONTGOMERY AVENUE STREET 2: SUITE 1000N CITY: BETHESDA STATE: MD ZIP: 20814 0000319676 S000005140 Calvert Tax-Free Responsible Impact Bond Fund C000014074 Class A CTTLX C000160651 Class C C000160652 Class Y C000160653 Class I 0000319676 S000046839 CALVERT UNCONSTRAINED BOND FUND C000146359 CLASS A CUBAX C000146360 CLASS C CUBCX C000146361 CLASS Y CUBYX C000146362 CLASS I CUBIX 0000356682 S000008717 Calvert Balanced Portfolio C000023754 Class A CSIFX C000023756 Class C CSGCX C000023757 Class I CBAIX C000128765 Class Y CBAYX 0000356682 S000008718 Calvert Bond Portfolio C000023758 Class A CSIBX C000023760 Class C CSBCX C000023761 Class I CBDIX C000073558 Class Y CSIYX 0000356682 S000008719 Calvert Equity Portfolio C000023762 Class A CSIEX C000023764 Class C CSECX C000023765 Class I CEYIX C000073559 Class Y CIEYX 0000356682 S000008721 Calvert Conservative Allocation Fund C000023770 Class A CCRAX C000023771 Class C CALCX C000170082 Class I C000170083 Class Y 0000356682 S000008722 Calvert Moderate Allocation Fund C000023772 Class A CMAAX C000023773 Class C CMACX C000099327 Class I C000170084 Class Y 0000356682 S000008723 Calvert Aggressive Allocation Fund C000023774 Class A CAAAX C000023775 Class C CAACX C000099328 Class I C000170085 Class Y 0000701039 S000005148 Calvert Income Fund C000014095 Class A CFICX C000014097 Class C CIFCX C000014098 Class I CINCX C000036042 Class R CICRX C000060809 Class Y CIFYX 0000701039 S000005150 Calvert Short Duration Income Fund C000014103 Class A CSDAX C000014104 Class C CDICX C000014105 Class I CDSIX C000060810 Class Y CSDYX 0000701039 S000005151 Calvert Long-Term Income Fund C000014108 Class I C000014109 Class A CLDAX 0000701039 S000013508 Calvert Ultra-Short Income Fund C000036621 Class A CULAX C000091138 Class Y CULYX C000139784 Calvert Ultra-Short Income Fund Class I CULIX 0000701039 S000025875 Calvert High Yield Bond Fund C000077416 Class A CYBAX C000077417 Class C CHBCX C000077418 Class I CYBIX C000105419 Class Y CYBYX 0000708950 S000008726 Calvert VP SRI Balanced Portfolio C000023784 Class I C000135675 Class F 0000708950 S000008732 Calvert VP SRI Mid Cap Portfolio C000023790 Calvert VP SRI Mid Cap Portfolio 0000743773 S000010991 Calvert VP S&P 500 Index Portfolio C000030367 Calvert VP S&P 500 Index Portfolio 0000743773 S000010992 Calvert VP S&P MidCap 400 Index Portfolio C000030368 Calvert VP S&P MidCap 400 Index Portfolio - I Class C000053062 Calvert VP S&P MidCap 400 Index Portfolio - F Class 0000743773 S000010994 Calvert VP NASDAQ 100 Index Portfolio C000030370 Calvert VP NASDAQ 100 Index Portfolio C000164864 Calvert VP Nasdaq 100 Index Portfolio - Class F 0000743773 S000010995 Calvert VP Russell 2000 Small Cap Index Portfolio C000030371 Calvert VP Russell 2000 Small Cap Index Portfolio - I Class C000030372 Calvert VP Russell 2000 Small Cap Index Portfolio - F Class 0000743773 S000010996 Calvert VP EAFE International Index Portfolio C000030373 Calvert VP EAFE International Index Portfolio - I Class C000055530 Calvert VP EAFE International Index Portfolio - F Class 0000743773 S000010997 Calvert VP Investment Grade Bond Index Portfolio C000030374 Calvert VP Investment Grade Bond Index Portfolio C000164865 Calvert VP Investment Grade Bond Index Portfolio - Class F 0000743773 S000040490 Calvert VP Volatility Managed Growth Portfolio C000125701 Class F 0000743773 S000040491 Calvert VP Volatility Managed Moderate Growth Portfolio C000125702 Class F 0000743773 S000040492 Calvert VP Volatility Managed Moderate Portfolio C000125703 Class F 0000884110 S000008724 Calvert International Equity Fund C000023776 Class A CWVGX C000023778 Class C CWVCX C000023779 Class I CWVIX C000073560 Class Y CWEYX 0000884110 S000008725 Calvert Capital Accumulation Fund C000023780 Class A CCAFX C000023782 Class C CCACX C000023783 Class I CCPIX C000099329 Class Y CCAYX 0000884110 S000017170 Calvert International Opportunities Fund C000047589 Class A CIOAX C000047591 Class C COICX C000047592 Class I COIIX C000073561 Class Y CWVYX 0000884110 S000038363 Calvert Emerging Markets Equity Fund C000118372 Class A CVMAX C000118373 Class C CVMCX C000118374 Class I CVMIX C000118375 Class Y CVMYX 0001105446 S000005145 Calvert U.S. Large Cap Core Responsible Index Fund C000014080 Class A CSXAX C000014082 Class C CSXCX C000014083 Class I CISIX C000118059 Class Y CISYX 0001105446 S000049168 Calvert U.S. Large Cap Growth Responsible Index Fund C000154981 Class A C000154982 Class C C000154983 Class I C000154984 Class Y 0001105446 S000049169 Calvert U.S. Large Cap Value Responsible Index Fund C000154985 Class A C000154986 Class C C000154987 Class I C000154988 Class Y 0001105446 S000051236 Calvert U.S. Mid Cap Core Responsible Index Fund C000161544 Class A C000161545 Class C C000161546 Class Y C000161547 Class I 0001105446 S000051237 Calvert Developed Markets Ex-U.S. Responsible Index Fund C000161548 Class A C000161549 Class C C000161550 Class Y C000161551 Class I 0001121624 S000008714 Calvert Small Cap Fund C000023745 Class A CCVAX C000023746 Class C CSCCX C000023747 Class I CSVIX C000135674 Class Y CSCYX 0001121624 S000017171 Calvert Global Energy Solutions Fund C000047593 Class A CGAEX C000047595 Class C CGACX C000047596 Class I CAEIX C000105418 Class Y CGAYX 0001121624 S000024182 Calvert Global Water Fund C000070983 Class A CFWAX C000070984 Class C CFWCX C000070986 Class Y CFWYX C000139783 Calvert Global Water Fund Class I CFWIX 0001121624 S000042600 Calvert Green Bond Fund C000131729 Class A CGAFX C000131730 Class Y CGYFX C000131731 Class I CGBIX DEFA14A 1 calvertdefa14a122716.htm DEFA14A Document

SCHEDULE 14A

Proxy Statement Pursuant to Section 14(A)
of the Securities Exchange Act of 1934

Filed by the Registrant / X /

Filed by a Party other than the Registrant / /

Check the appropriate box:

/          /    Preliminary Proxy Statement.
/        /    Confidential, for use of the Commission Only (as permitted by Rule 14a-6(e) (2)).
/        /    Definitive Proxy Statement.
/X    /    Definitive Additional Materials.
/        /    Soliciting Material Pursuant to § 240.14a-12.

CALVERT IMPACT FUND, INC.
CALVERT RESPONSIBLE INDEX SERIES, INC.
CALVERT SOCIAL INVESTMENT FUND
CALVERT WORLD VALUES FUND, INC.
THE CALVERT FUND
CALVERT MANAGEMENT SERIES
CALVERT VARIABLE PRODUCTS, INC.
CALVERT VARIABLE SERIES, INC.

(Name of Registrant as Specified in its Charter)

(Name of Person(s) Filing Proxy Statement,
if Other Than the Registrant)


Payment of Filing Fee (Check the appropriate box):

/ X /    No fee required.

/ /    Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11.
(1)
Title of each class of securities to which transaction applies:
(2)
Aggregate number of securities to which transaction applies:
(3)
Per unit price or other underlying value of transaction
computed pursuant to Exchange Act Rule 0-11 (set forth the



amount on which the filing fee is calculated and state how it
was determined):
(4)
Proposed maximum aggregate value of transaction:
(5)
Total fee paid:


/ /    Fee paid previously with preliminary materials.
/ /    Check box if any part of the fee is offset as provided by Exchange Act Rule
0-11(a)(2) and identify the filing for which the offsetting fee was paid
previously. Identify the previous filing by registration statement
number, or the form or schedule and the date of its filing.
(1)
Amount Previously Paid:
(2)
Form, Schedule or Registration Statement No.:
(3)
Filing Party:
(4)
Date Filed:



CALVERT IMPACT FUND, INC.
CALVERT RESPONSIBLE INDEX SERIES, INC.
CALVERT SOCIAL INVESTMENT FUND
CALVERT WORLD VALUES FUND, INC.
THE CALVERT FUND
CALVERT MANAGEMENT SERIES
CALVERT VARIABLE PRODUCTS, INC.
CALVERT VARIABLE SERIES, INC.

4550 Montgomery Avenue, Suite 1000N,
Bethesda, MD 20814
_______________________
Special Meeting of Shareholders
_______________________

SUPPLEMENT DATED DECEMBER 28, 2016
TO PROXY STATEMENT DATED NOVEMBER 3, 2016

This proxy statement supplement, dated December 28, 2016 (this “Supplement”), supplements the proxy statement dated November 3, 2016 (the “Proxy Statement”) in connection with the solicitation of proxies by the boards of directors of the Calvert Funds for use at the Special Meeting of Shareholders and at any adjournments or postponements thereof.

The purpose of this Supplement is to provide supplemental information regarding an amendment (the “Amendment”) to the asset purchase agreement described in the Proxy Statement (the “Purchase Agreement”) between Calvert Investment Management, Inc. (“CIM”), Calvert Investments, Inc., Ameritas Holding Company, Calvert Research and Management (formerly, Eaton Vance Investment Advisors) (“CRM”), Eaton Vance Management, and Eaton Vance Corp., pursuant to which CRM will acquire substantially all of the business assets of CIM (the “Transaction”).

The Amendment, dated December 24, 2016, amends the Purchase Agreement to provide, among other things, that the closing of the Transaction is no longer conditioned on the approval of each Proposal by the shareholders of each Fund. As a result, while certain conditions must be satisfied prior to the closing of the Transaction unless amended or waived by the relevant parties thereto, the Proposals included in the Proxy Statement do not need to be approved by shareholders prior to the closing. The Transaction is currently expected to close at or soon after December 30, 2016.

To the extent that information in this Supplement differs from or updates information contained in the Proxy Statement, the information in this Supplement is more current and supersedes the different or updated information contained in the Proxy Statement. THIS SUPPLEMENT SHOULD BE READ IN CONJUNCTION WITH THE PROXY STATEMENT.

The Proxy Statement (including this Supplement) is available at https://www.proxy-direct.com/cal-28217.