| Asset Class |
Market Risk Level |
Investment Objective |
Investment Name |
Income (Bonds) |
Moderately conservative |
Seeks to maximize income to the extent consistent with preservation of capital, through investment in bonds and other income-producing securities. |
Calvert Income Fund - DC 529 |
| Balanced (Stocks & Bonds) |
Moderately conservative |
Seeks to achieve a competitive total return through an actively-managed portfolio of stocks, bonds, and money market instruments, which offer income and capital growth opportunity and satisfy investment and social criteria. |
Calvert Balanced Portfolio - DC 529 |
| US Large Cap Equity (Stocks) |
Moderately aggressive |
Seeks to match, before expenses, the performance of the S&P 500 Index. |
State Street Equity 500 Index |
| US Large Cap Equity (Stocks) |
Moderately aggressive |
Seeks growth of capital through investment in the stocks of issuers within industries believed to offer opportunities for potential capital appreciation and through a portfolio of stocks that meet investment and social criteria. |
Calvert Equity Fund - DC 529* |
| US Small Cap Equity (Stocks) |
Aggressive |
Seeks to provide long-term capital appreciation primarily through investment in small company U.S. common stocks that are trading at prices below what are believed to be their intrinsic value. |
Calvert Small Cap Fund - DC 529* |
| International Equity (Stocks) |
Aggressive |
Seeks to achieve a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of foreign stocks that meet investment and social criteria. |
Calvert International Equity Fund - DC 529 |