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Can the money I donate be invested in any Calvert Group mutual fund?

April 26, 2017calvert donate group invested money mutual fund

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Can the money I donate be invested in any Calvert Group mutual fund?

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No. There are 15 Calvert Group socially responsible mutual funds and one Calvert Community Investment pool to choose from for investing your irrevocable contribution. Based on your objectives, you may allocate the assets at your discretion. If no allocation is indicated upon receipt of your account application, funds will be invested according to the default Standard Allocation, which is 25% Calvert Community Investment, 25% Calvert Social Investment Fund Bond Portfolio and 50% Calvert Social Investment F undMoney Market Portfolio. Keep in mind you do not own the funds you contribute and they should not be deemed a personal investment.