POS EX 1 tcfposexfiled0608.htm THE CALVERT FUND TCF

SEC Registration Nos.
      Nos. 2-76510 and 811-03416

 

 

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM N-1A

REGISTRATION STATEMENT UNDER THE
SECURITIES ACT OF 1933

 

Post-Effective Amendment No. 63                      XX

and/or

REGISTRATION STATEMENT UNDER THE
INVESTMENT ACT OF 1940

Amendment No. 63                             XX

 

The Calvert Fund

  (Exact Name of Registrant as Specified in Charter)

 

4550 Montgomery Avenue
Bethesda, Maryland 20814
(Address of Principal Executive Offices)
Registrant's Telephone Number: (301) 951-4800

 

William M. Tartikoff
4550 Montgomery Avenue
Bethesda, Maryland 20814
(Name and Address of Agent for Service)

 

It is proposed that this filing will become effective immediately upon filing pursuant to Rule 462(d).

 

EXPLANATORY NOTE

This post-effective amendment consists of the following:

  • N-1A Facing Page
  • Part C of the Registration Statement (including signature page)
  • Exhibits (as indicated below)

This Post-Effective Amendment is being filed pursuant to Rule 462(d) under the Securities Act of 1933, as amended, solely for the purpose of filing certain executed copies of exhibits to the Registration Statement.

Parts A and B are incorporated by reference to Post-Effective Amendment No. 62 to this Registration Statement, as filed on January 31, 2008.

 

<PAGE>

 

PART C. OTHER INFORMATION

Item 23.Exhibits

 

(a)

Declaration of Trust incorporated by reference to Registrant's Post-Effective Amendment No.40, dated January 28, 2000, accession number 0000701039-00-000002.

 

 

(b)

By-Laws incorporated by reference to Registrant's Post-Effective Amendment No.40, dated January 28, 2000, accession number 0000701039-00-000002.

 

 

(d)(1)

Amended Investment Advisory Agreement incorporated by reference to Registrant's Post-Effective Amendment No.55, dated January 30, 2006, accession number 0000701039-06-000002. Schedule A to the Investment Advisory Agreement (New Vision Small Cap) incorporated by reference to Registrant's Post-Effective Amendment No.40, dated January 28, 2000, accession number 0000701039-00-000002.  Form of Amended Schedule A (Long-Term Income Fund) incorporated by reference to Registrant's Post-Effective Amendment No.47, dated April 2, 2004, accession number 0000701039-04-000007.  Addendum to Investment Advisory Agreement Schedule A (Ultra-Short Floating Income Fund) incorporated by reference to Registrant's Post-Effective Amendment No.57, dated July 7, 2006, accession number 0000701039-06-000016.  Investment Advisory Agreement Addendum to Schedule A (Income and Short Duration Income Funds, Class Y) incorporated by reference to Registrant's Post-Effective Amendment No.61, dated December 31, 2007, accession number 0000701039-07-000032.  Addendum to Investment Advisory Agreement incorporated by reference to Registrant's Post-Effective Amendment No.62, dated January 31, 2008, accession number 0000701039-08-000001.

 

 

(d)(2)

Investment Sub-Advisory Contract (Bridgeway) for New Vision Small Cap only, incorporated by reference to Registrant's Post-Effective Amendment No.62, dated January 31, 2008, accession number 0000701039-08-000001.

 

 

(e)

Underwriting (Distribution) Agreement incorporated by reference to Registrant's Post-Effective Amendment No.55, dated January 30, 2006, accession number 0000701039-06-000002. Underwriting (Distribution) Schedules I, II, & III incorporated by reference to Registrant's Post-Effective Amendment No.57, dated July 7, 2006, accession number 0000701039-06-000016.  Addendum to Schedules II and III incorporated by reference to Registrant's Post-Effective Amendment No.55, dated January 30, 2006, accession number 0000701039-06-000002. Underwriting (Distribution) Agreement Addendum to Schedules II and III incorporated by reference to Registrant's Post-Effective Amendment No.61, dated December 31, 2007, accession number 0000701039-07-000032.

 

 

(f)

Deferred Compensation Agreement incorporated by reference to Registrant's Post-Effective Amendment No.40, dated January 28, 2000, accession number 0000701039-00-000002

 

 

(g)

Custodial Contract incorporated by reference to Registrant's Post-Effective Amendment No. 41, dated January 29, 2001, accession number 0000701039-01-000002.

 

 

(h)(1)

Amended Master Transfer Agency Agreement and Service Agreement incorporated by reference to Registrant's Post-Effective Amendment No.62, dated January 31, 2008, accession number 0000701039-08-000001.

 

 

(h)(2)

Servicing Agreement incorporated by reference to Registrant's Post-Effective Amendment No.55, dated January 30, 2006, accession number 0000701039-06-000002. Schedule A to Servicing Agreement incorporated by reference to Registrant's Post-Effective Amendment No.61, dated December 31, 2007, accession number 0000701039-07-000032. Addendum to Schedule A of Servicing Agreement incorporated by reference to Registrant's Post-Effective Amendment No.57, dated July 7, 2006, accession number 0000701039-06-000016.

 

 

(h)(3)

Administrative Services Agreement incorporated by reference to Registrant's Post-Effective Amendment No.55, dated January 30, 2006, accession number 0000701039-06-000002. Administrative Services Agreement Schedule A incorporated by reference to Registrant's Post-Effective Amendment No.60, dated January 31, 2007, accession number 0000701039-07-000004.  Addendum to Schedule A of Administrative Services Agreement incorporated by reference to Registrant's Post-Effective Amendment No.57, dated July 7, 2006, accession number 0000701039-06-000016. Administrative Services Agreement Schedule A incorporated by reference to Registrant's Post-Effective Amendment No.61, dated December 31, 2007, accession number 0000701039-07-000032. Administrative Services Agreement Addendum to Schedule A incorporated by reference to Registrant's Post-Effective Amendment No.62, dated January 31, 2008, accession number 0000701039-08-000001.

 

 

(i)

Opinion and Consent of Counsel incorporated by reference to Registrant's Post-Effective Amendment No.62, dated January 31, 2008, accession number 0000701039-08-000001.

 

 

(j)

Consent of Independent Auditors to use of Report incorporated by reference to Registrant's Post-Effective Amendment No.62, dated January 31, 2008, accession number 0000701039-08-000001.

 

 

(m)(1)

Plan of Distribution for Class A incorporated by reference to Registrant's Post-Effective Amendment No.55, dated January 30, 2006, accession number 0000701039-06-000002. Plan of Distribution Schedule A for Class A incorporated by reference to Registrant's Post-Effective Amendment No. 55, dated January 30, 2006, accession number 0000701039-06-000002. Plan of Distribution Addendum to Schedule A for Class A incorporated by reference to Registrant's Post-Effective Amendment No.57, dated July 7, 2006, accession number 0000701039-06-000016.

 

 

(m)(2)

Plan of Distribution for Class B & C incorporated by reference to Registrant's Post-Effective Amendment No.55, dated January 30, 2006, accession number 0000701039-06-000002. Plan of Distribution Schedule A for Class B & C incorporated by reference to Registrant's Post-Effective Amendment No. 55, dated January 30, 2006, accession number 0000701039-06-000002. Plan of Distribution Addendum to Schedule A for Class B & C incorporated by reference to Registrant's Post-Effective Amendment No.57, dated July 7, 2006, accession number 0000701039-06-000016.

 

 

(n)

Rule 18f-3 Multiple-class Plan incorporated by reference to Registrant's Post-Effective Amendment No.60, dated January 31, 2007, accession number 0000701039-07-000004. Rule 18f-3 Multiple-class Plan Addendum incorporated by reference to Registrant's Post-Effective Amendment No.61, dated December 31, 2007, accession number 0000701039-07-000032.

 

 

(o)

Power of Attorney forms incorporated by reference to Registrant's Post-Effective Amendment No.60, dated January 31, 2007, accession number 0000701039-07-000004.

 

 

(p)(1)

Code of Ethics for CAMCO incorporated by reference to Registrant's Post-Effective Amendment No. 40, dated January 28, 2000, accession number 0000701039-00-000002.

 

 

(p)(2)

Code of Ethics for Sub-Adviser (Bridgeway Capital Management, Inc.) filed herewith.

 

Item 24.      Persons Controlled by or Under Common Control With Registrant

                  Not applicable.

 

Item 25.       Indemnification

 

Registrant's By-Laws, Exhibit 2 of this Registration Statement, provides, in summary, that officers and trustees/directors shall be indemnified by Registrant against liabilities and expenses incurred by such persons in connection with actions, suits, or proceedings arising out of their offices or duties of employment, except that no indemnification can be made to such a person if he has been adjudged liable of willful misfeasance, bad faith, gross negligence, or reckless disregard of his duties. In the absence of such an adjudication, the determination of eligibility for indemnification shall be made by independent counsel in a written opinion or by the vote of a majority of a quorum of trustees/directors who are neither "interested persons" of Registrant, as that term is defined in Section 2(a)(19) of the Investment Company Act of 1940, nor parties to the proceeding.

Registrant may purchase and maintain liability insurance on behalf of any officer, trustee, director, employee or agent against any liabilities arising from such status. In this regard, Registrant will maintain a Trustees/Directors & Officers (Partners) Liability Insurance Policy with Chubb Group of Insurance Companies, 15 Mountain View Road, Warren, New Jersey 07061, providing Registrant with $10 million in trustees/directors and officers liability coverage, plus $5 million in excess trustees/directors and officers liability coverage for the independent trustees/directors only. Registrant also maintains a $13 million Investment Company Blanket Bond issued by ICI Mutual Insurance Company, P.O. Box 730, Burlington, Vermont, 05402. The Fund maintains joint coverage with the other Calvert Group Funds, and for the liability coverage, with the Advisor and its affiliated companies ("Calvert operating companies.") The premium and the coverage are allocated based on a method approved by the disinterested Fund trustees/directors.

 

Item 26.Business and Other Connections of Investment Adviser

Name

Name of Company, Principal Business and Address

Capacity

Barbara J. Krumsiek

 

 

 

Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Social Investment Fund
Calvert Cash Reserves
The Calvert Fund
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Trustee

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

Ronald M. Wolfsheimer

 

 

 

First Variable Rate Fund
for Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer
and
Director

 

 

 

William M. Tartikoff

 

 

 

Acacia National Life Insurance
Insurance Company
7315 Wisconsin Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative
Services Company
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co. Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Director
and Officer

 

 

 

Susan Walker Bender

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Ivy Wafford Duke

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Lancelot King

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Jane Maxwell

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Andrew Niebler

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Augusto Macedo

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Catherine Roy

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Bennett Freeman

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Alya Kayal

 

 

 

Calvert Asset Management Company, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Hui Ping Ho

 

 

 

First Variable Rate Fund
for Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Assistant
Treasurer

 

 

 

Daniel K. Hayes

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Patrick Faul

 

 

 

Calvert Asset Management Company, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

John Nichols

 

 

 

Calvert Asset Management Company, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Gregory Habeeb

 

 

 

Calvert Asset Management Company, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Thomas Dailey

 

 

 

Calvert Asset Management Company, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

First Variable Rate Fund for
Government Income
Calvert Tax-Free Reserves
Calvert Cash Reserves
Calvert Social Investment Fund
The Calvert Fund
Calvert Variable Series, Inc.
Calvert Municipal Fund, Inc.
Calvert World Values Fund, Inc.
Calvert Social Index Series, Inc.
Calvert Impact Fund, Inc.
Investment Companies
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

James O'Boyle

 

 

 

Calvert Asset Management Company, Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

Robert Enderson

 

 

 

Calvert Group, Ltd.
Holding Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Administrative Services Co.
Service Company
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Asset Management Co., Inc.
Investment Advisor
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Shareholder Services, Inc.
Transfer Agent
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

 

 

 

Calvert Distributors, Inc.
Broker-Dealer
4550 Montgomery Avenue
Bethesda, Maryland 20814

Officer

 

Item 27.Principal Underwriters

         (a)     Registrant's principal underwriter underwrites shares of First Variable Rate Fund for Government Income, Calvert Tax-Free Reserves, Calvert Social Investment Fund, Calvert Cash Reserves, The Calvert Fund, Calvert Municipal Fund, Inc., Calvert World Values Fund, Inc., Calvert Social Index Series, Inc., Calvert Variable Series, Inc., and Calvert Impact Fund, Inc.

         (b)     Positions of Underwriter's Officers and Directors

Name and Principal Business Address*

Position(s) with Underwriter

Position(s) with Registrant

Barbara J. Krumsiek

Director and Chief Executive Officer

Director

Ronald M. Wolfsheimer

Director, Senior Vice President and Chief Financial and Administrative Officer

Treasurer

Craig Cloyed

Director and President

None

William M. Tartikoff

Senior Vice President and Secretary

Vice President and Secretary

Reginald Stanley

Senior Vice President

None

Alison Smith

Vice President

None

Stan Young

Vice President

None

David Leach

Vice President

None

Robert Enderson

Vice President

None

Geoffrey Ashton

Regional Vice President

None

Timothy O'Leary

Regional Vice President

None

Bill Hairgrove

Regional Vice President

None

Anthony Eames

Regional Vice President

None

Steve Himber

Regional Vice President

None

Ben Ogbogu

Regional Vice President

None

Christine Teske

Regional Vice President

None

Jeanine L. Perkins

Regional Vice President

None

Steven Yoon

Regional Vice President

None

David McClellan

Regional Vice President

None

Rachael DeCosta-Martin

Regional Vice President

None

Scott Metz

Regional Vice President

None

Pamela Rivers

Regional Vice President

None

David Rieben

Regional Vice President

None

Jackie Zelenko

Regional Vice President

None

Susan Walker Bender

Assistant Secretary

Assistant Secretary and Assistant Vice President

Ivy Wafford Duke

Assistant Secretary

Assistant Secretary and Assistant Vice President

Lancelot King

Assistant Secretary

Assistant Secretary and Assistant Vice President

Jane Maxwell

Assistant Vice President

Assistant Secretary and Assistant Vice President

Andrew Niebler

Assistant Vice President

Assistant Secretary and Assistant Vice President

Augusto Macedo

Assistant Vice President

Assistant Secretary and Assistant Vice President

Edith Lillie

Assistant Secretary

Assistant Secretary

Hui Ping Ho

Assistant Treasurer

Assistant Treasurer

 

*4550 Montgomery Avenue Bethesda, Maryland 20814

         (c)      Inapplicable.

 

Item 28.Location of Accounts and Records

         Ronald M. Wolfsheimer, Treasurer

         and

         William M. Tartikoff, Assistant Secretary

         4550 Montgomery Avenue, Suite 1000N

         Bethesda, Maryland 20814

 

Item 29.Management Services

         Not Applicable

 

Item 30.Undertakings

         Not Applicable

 

SIGNATURES

Pursuant to the requirements of the Securities Act of 1933 and the Investment Company Act of 1940, the Registrant has duly caused this registration statement to be signed on its behalf by the undersigned, duly authorized, in the City of Bethesda, and State of Maryland on the 13th day of June 2008.

 

THE CALVERT FUND

By:
________________**_____________
Barbara Krumsiek
President and Trustee

 

SIGNATURES

Pursuant to the requirements of the Securities Act of 1933, this Registration Statement has been signed below on the 13th day of June 2008 by the following persons in the capacities indicated.

 

Signature

Title

 

 

__________**____________
Barbara J. Krumsiek

President and Trustee
(Principal Executive Officer)

 

 

__________**____________
Ronald M. Wolfsheimer

Treasurer
(Principal Accounting Officer)

 

 

__________**____________
Richard L. Baird, Jr.

Trustee

 

 

__________**____________
Douglas E. Feldman

Trustee

 

 

__________**____________
John G. Guffey, Jr.

Trustee

 

 

__________**____________
M. Charito Kruvant

Trustee

 

 

__________**____________
Arthur J. Pugh

Trustee

 

 

__________**____________
David R. Rochat

Trustee

 

 

__________**____________
D. Wayne Silby

Trustee

 

**By: /s/ Lancelot A. King

-----------------------------------------------

     Lancelot A. King

Executed by Lancelot A. King, Attorney-in-fact on behalf of those indicated, pursuant to Powers of Attorney forms incorporated by reference to Registrant's Post-Effective Amendment No.60, dated January 31, 2007, accession number 0000701039-07-000004.

 

The Calvert Fund

Post-Effective Amendment No. 63

Registration No. 2-76510

EXHIBIT INDEX

Exhibit No.

Description

23(p)(2)

Code of Ethics for Sub-Adviser (Bridgeway)