| Calvert VP SRI Balanced I |
|
 |
|
| Release date as of 2024-03-31. Data on page is subject to change. |
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|
| Fees and Expenses |
Taken from prospectus dated 2023-05-01 |
|
| Maximum Fees |
| Administrative |
0.12%
|
| Management |
0.41%
|
| 12b-1 |
--- |
|
|
| Actual Fees |
| 12b-1 |
--- |
| Management |
0.53%
|
| Expense Ratio |
0.65%
|
(taken from annual report dated 2023-12-31) |
| Total Annual Operating Expense |
0.64%
|
|
|
|
|
Type |
Date |
% |
| --- |
--- |
--- |
--- |
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|
|
|
| Inception Date: 1986-09-02 |
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|
|
|
| Mngr Name |
Charles B. Gaffney |
| Mngr Start Date |
2016-12-31 |
|
| Biography |
| Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003. Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst. Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002. |
|
|
| Mngr Name |
Vishal Khanduja |
| Mngr Start Date |
2013-03-20 |
|
| Biography |
| Vishal is a managing director of Morgan Stanley Investment Management, Co-Head of the Broad Markets Fixed Income team and a portfolio manager. He is responsible for buy and sell decisions and portfolio construction. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2012. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Vishal began his career in the investment management industry in 2005. Before joining Eaton Vance, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. Previously, he was a vice president and portfolio manager at Columbia Threadneedle and associate director of fixed-income analytics at Galliard Capital. Vishal earned a bachelor of engineering from VJTI, Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. He is a member of the CFA Institute and CFA Society Boston. He is a CFA charterholder. |
|
|
| Mngr Name |
Brian S. Ellis |
| Mngr Start Date |
2015-11-16 |
|
| Biography |
| Brian Ellis is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016.
Brian began his career in the investment management industry in 2006. He has been affiliated with the Eaton Vance organization since 2016. Before joining the Eaton Vance organization, he was a portfolio manager of fixed-income strategies for Calvert Investments. Previously, he was a software engineer and analyst at Legg Mason Capital Management (now ClearBridge Investments).
Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA credential holder. He is a member of the CFA Institute and the CFA Society of Boston. |
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| Calvert Research and Management |
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| Calvert Research and Management |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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