Expense Ratio History

Calvert Social Investment fund fees

7 Calvert Social Investment funds, cheapest first. Each page shows the fee's history, every share class and its sources.

FundFeeTypeLast change
CSIBXCalvert Bond Fund 0.75% Mutual fund 0.74% to 0.75%, 30 Sep 2022
CRFRXCalvert Focused Value Fund 0.88% Mutual fund 0.96% to 0.88%, 30 Sep 2024
CSIFXCalvert Balanced Fund 0.90% Mutual fund 0.92% to 0.90%, 30 Sep 2024
CSIEXCalvert Equity Fund 0.91% Mutual fund 0.90% to 0.91%, 1 Feb 2026
CAAAXCalvert Growth Allocation Fund 0.92% Mutual fund 0.96% to 0.92%, 1 Feb 2026
CMAAXCalvert Moderate Allocation Fund 0.97% Mutual fund 0.95% to 0.97%, 30 Sep 2024
CCLAXCalvert Conservative Allocation Fund 1.05% Mutual fund 0.99% to 1.05%, 1 Feb 2026