Form 40-17G Calvert Management Serie

February 3, 2026 9:57 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 3, 2026

 

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, 2025 to December 31, 2026;

 

(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 Fund
Calvert Flexible Bond Fund
Calvert Floating-Rate Advantage Fund
Calvert Global Equity Fund
Calvert Global Small-Cap Equity Fund
Calvert Small/Mid-Cap Fund
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 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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