Calvert Social Investment Fund
10/16/2025 | Press release | Distributed by Public on 10/16/2025 06:49
Prospectus by Investment Company (Form 497)
CALVERT BALANCED FUND
CALVERT EQUITY FUND
CALVERT FOCUSED VALUE FUND
CALVERT MID-CAP FUND
CALVERT SMALL-CAP FUND
(the "Funds")
Supplement to Prospectus and Statement of Additional Information ("SAI")
dated February 1, 2025
as may be supplemented and/or revised from time to time
| 1. | The following replaces "Portfolio Managers" under "Management" in "Fund Summaries - Calvert Focused Value Fund" in the Funds' Prospectus: |
Portfolio Managers
Bradley T. Galko, CFA, Managing Director of Morgan Stanley and Vice President of CRM, has managed the Fund since its inception in April 2022.
Jason Kritzer, CFA, Managing Director of Morgan Stanley and Vice President of CRM, has managed the Fund since October 16, 2025.
| 2. | The following replaces the third paragraph under "Focused Value Fund." under "Management and Organization" in the Funds' Prospectus: |
Bradley T. Galko, CFA and Jason Kritzer, CFA are portfolio managers of the Fund. Mr. Galko has served as portfolio manager of the Fund since its inception in April 2022 and Mr. Kritzer has served as portfolio manager of the Fund since October 16, 2025. Messrs. Galko and Kritzer are Managing Directors of Morgan Stanley and Vice Presidents of CRM and have been employees of the Morgan Stanley organization for more than five years. They each currently manage other funds.
| 3. | The following replaces Aaron S. Dunn in the tables under "Portfolio Managers." in "Investment Advisory and Administrative Services" in the Funds' SAI: |
|
Number of All Accounts |
Total Assets of All Accounts |
Number of Accounts Paying a Performance Fee |
Total Assets of Accounts Paying a Performance Fee |
|
| Jason Kritzer(6) | ||||
| Registered Investment Companies(3) | 1 | $835.8 | 0 | $0 |
| Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
| Other Accounts | 0 | $0 | 0 | $0 |
(3) Includes the Fund.
(6) As of August 31, 2025.
|
Fund Name and Portfolio Managers |
Dollar Range of Equity Securities Beneficially Owned in the Fund |
Aggregate Dollar Range of Equity Securities Beneficially Owned in the Eaton Vance Family of Funds |
| Focused Value Fund | ||
| Jason Kritzer | $0(1) | $0 |
(1) As of August 31, 2025.
| October 16, 2025 | 48653-00 10.16.25 |
Calvert Social Investment Fund published this content on October 16, 2025, and is solely responsible for the information contained herein. Distributed via EDGAR on October 16, 2025 at 12:49 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]