Calvert Variable Products Inc.
07/26/2024 | Press release | Distributed by Public on 07/26/2024 06:51
Prospectus by Investment Company - Form 497
CVT S&P 500® INDEX PORTFOLIO
CVT S&P MIDCAP 400® INDEX PORTFOLIO
CVT NASDAQ 100® INDEX PORTFOLIO
CVT RUSSELL 2000® SMALL CAP INDEX PORTFOLIO
CVT EAFE INTERNATIONAL INDEX PORTFOLIO
CVT INVESTMENT GRADE BOND INDEX PORTFOLIO
(collectively, the "Funds")
Supplement to Statutory Prospectus and Statement of Additional Information ("SAI")
dated May 1, 2024
| 1. | The following replaces "Portfolio Manager." under "Fund Summaries - CVT Investment Grade Bond Index Portfolio": |
Portfolio Manager. Jay Martin, Director of Investments of AIP, has managed the Fund since July 26, 2024.
| 2. | The following replaces the second paragraph under "CVT Investment Grade Bond Index Portfolio" in "Management and Organization" in the Funds' statutory prospectus: |
The portfolio manager of the Fund is Jay Martin (since July 26, 2024). Mr. Martin is a Director of Investments of AIP and has been employed by AIP for more than five years.
| 3. | The following replaces the tables under "Portfolio Managers." in "Investment Advisory and Administrative Services" in the Funds' SAI: |
|
Number of All Accounts |
Total Assets of All Accounts |
Number of Accounts Paying a Performance Fee |
Total Assets of Accounts Paying a Performance Fee |
|
| Kevin L. Keene | ||||
| Registered Investment Companies(1) | 7 | $ 1,961.2 | 0 | $ 0 |
| Other Pooled Investment Vehicles | 0 | $ 0 | 0 | $ 0 |
| Other Accounts | 2 | $ 4,960.4 | 0 | $ 0 |
| Jay Martin(2) | ||||
| Registered Investment Companies(1) | 0 | $ 0 | 0 | $ 0 |
| Other Pooled Investment Vehicles | 0 | $ 0 | 0 | $ 0 |
| Other Accounts | 0 | $ 0 | 0 | $ 0 |
| Jennifer Mihara(3) | ||||
| Registered Investment Companies(1) | 0 | $ 0 | 0 | $0 |
| Other Pooled Investment Vehicles | 0 | $ 0 | 0 | $0 |
| Other Accounts | 96,675 | $ 275,665.4 | 0 | $0 |
| Thomas C. Seto | ||||
| Registered Investment Companies(1) | 66 | $ 33,181.5(4) | 0 | $ 0 |
| Other Pooled Investment Vehicles | 5 | $ 797.3 | 0 | $ 0 |
| Other Accounts | 87,864 | $ 226,717.1(5) | 0 | $ 0 |
| Gordon Wotherspoon(3) | ||||
| Registered Investment Companies(1) | 0 | $ 0 | 0 | $0 |
| Other Pooled Investment Vehicles | 0 | $ 0 | 0 | $0 |
| Other Accounts | 96,675 | $ 275,665.4 | 0 | $0 |
| (1) | Includes the Funds, as applicable. |
| (2) | As of June 30, 2024. |
| (3) | As of April 30, 2024. |
| (4) | This portfolio manager provides investment advice with respect to only a portion of the total assets of certain of these accounts. Only the assets allocated to this portfolio manager as of the Fund's most recent fiscal year end are reflected in the table. |
| (5) |
For Accounts that are part of a wrap or model account program, the number of accounts is the number of sponsors for which the portfolio manager provides advisory services rather than the number of individual customer accounts within each wrap or model account program. |
The following table shows the dollar range of equity securities beneficially owned (or held notionally through IMAP) in a Fund by its portfolio manager(s) as of the Funds' most recent fiscal year ended December 31, 2023 and in the Calvert family of funds as of December 31, 2023.
|
Fund Name and Portfolio Managers |
Dollar Range of Equity Securities Beneficially Owned in the Fund |
Aggregate Dollar Range of Equity Securities Beneficially Owned in the Calvert Family of Funds |
| CVT S&P 500® Index Portfolio | ||
| Kevin L. Keene | None | None |
| CVT S&P 400® MidCap Index Portfolio | ||
| Kevin L. Keene | None | None |
| CVT Nasdaq 100® Index Portfolio | ||
| Kevin L. Keene | None | None |
| CVT Russell 2000® Small Cap Index Portfolio | ||
| Kevin L. Keene | None | None |
| CVT EAFE International Index Portfolio | ||
| Jennifer Mihara(1) | None | None |
| Thomas Seto | None | None |
| Gordon Wotherspoon(1) | None | None |
| CVT Investment Grade Bond Index Portfolio | ||
| Jay Martin(2) | None | None |
(1) As of April 30, 2024.
(2) As of June 30, 2024.
| July 26, 2024 | 43903 7.26.24 |