Form 40-17G Calvert Management Serie

February 27, 2025 7:32 AM EST

 

One Post Office Square, Boston, MA 02109

800.836.2414 calvert.com

 

2050 M Street NW, Washington, DC 20036

202.238.2200

 

 

February 27, 2025

 

Securities and Exchange Commission

100 F Street, N.E.

Washington, DC 20549

 

Re: Registered Management Investment Company Fidelity Bond

 

Ladies and Gentlemen:

 

On behalf of the Registrants listed on the attached Schedule A, filed herewith pursuant to Rule 17g-1 (g)(1)(ii) under the Investment Company Act of 1940 is:

 

(i)       A copy of the fidelity bond;

 

(ii)a certified copy of the resolutions of a majority of the directors who are not interested persons of the series funds listed on Schedule A approving the bond.

 

(iii)a statement showing the amount of the single insured bond which each investment company would have maintained had it not been named as an insured under a joint insured bond which is effective from December 31, 2024 to December 31, 2025;
(iv)a statement as to the period for which premiums have been paid; and

 

(v)a copy of the agreement among each of the named insured registered investment companies entered into pursuant to paragraph (f) of Rule 17g-1.

 

If you have any questions or comments concerning the enclosed, please contact the undersigned at (202) 238-2205.

 

Sincerely,

 

 

/s/ Hope Brown

Hope Brown

Vice President

 

 

 

 

 
 

Schedule A

 

Calvert Management Series, a series fund consisting of:

·Calvert Emerging Markets Focused Growth
·Calvert Flexible Bond Fund
·Calvert Floating-Rate Advantage Fund
·Calvert Global Equity
·Calvert Global Small-Cap Equity Fund
·Calvert Global Small/Mid-Cap Equity
·Calvert Responsible Municipal Income Fund

Calvert Social Investment Fund, a series fund consisting of:

·Calvert Balanced Fund
·Calvert Bond Fund
·Calvert Conservative Allocation Fund
·Calvert Equity Fund
·Calvert Focused Value Fund
·Calvert Growth Allocation Fund
·Calvert Moderate Allocation Fund

The Calvert Fund, a series fund consisting of:

·Calvert Core Bond Fund
·Calvert High Yield Bond Fund
·Calvert Income Fund
·Calvert Mortgage Access Fund
·Calvert Short Duration Income Fund
·Calvert Ultra-Short Duration Income Fund

Calvert World Values Fund, Inc., a series fund consisting of:

·Calvert Emerging Markets Advancement Fund
·Calvert Emerging Markets Equity Fund
·Calvert International Equity Fund
·Calvert International Opportunities Fund
·Calvert Mid-Cap Fund

Calvert Variable Trust, Inc. a series fund consisting of:

·CVT EAFE International Index Portfolio
·CVT Investment Grade Bond Index Portfolio
·CVT NASDAQ 100 Index Portfolio
·CVT Russell 2000 Small Cap Index Portfolio
·CVT S&P 500 Index Portfolio
·CVT S&P MidCap 400 Index Portfolio
·CVT Volatility Managed Moderate Portfolio
·CVT Volatility Managed Moderate Growth Portfolio
·CVT Volatility Managed Growth Portfolio

Calvert Responsible Index Series, Inc., a series fund consisting of:

·Calvert International Responsible Index Fund
·Calvert US Mid-Cap Core Responsible Index Fund
·Calvert US Large-Cap Core Responsible Index Fund
·Calvert US Large-Cap Growth Responsible Index Fund
·Calvert US Large-Cap Value Responsible Index Fund
A-1
 

 

Calvert Impact Fund, Inc., a series fund consisting of:

·Calvert Global Energy Solutions Fund
·Calvert Global Water Fund
·Calvert Green Bond Fund
·Calvert Small-Cap Fund

Calvert Variable Series, Inc., a series fund consisting of:

·Calvert VP SRI Balanced Portfolio
·Calvert VP SRI Mid Cap Portfolio

 

A-2

ATTACHMENTS / EXHIBITS

FIDELITY BOND

CERTIFIED RESOLUTIONS

SINGLE INSURED STATEMENT

PREMIUMS PAID STATEMENT

FIDELITY BOND SHARING AGREEMENT



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