WORLD ASSET MANAGEMENT, INC. INVESTMENT SUBADVISORY AGREEMENTInvestment Subadvisory Agreement • January 30th, 2009 • Summit Mutual Funds, Inc. • Maryland
INVESTMENT SUBADVISORY AGREEMENT, effective December 12, 2008, by and between Calvert Asset Management Company, Inc., a Delaware corporation registered as an investment Advisor under the Investment Advisers Act of 1940 (the "Advisor"), and World Asset Management, Inc., a Delaware corporation (the "Subadvisor").
MASTER TRANSFER AGENCY AND SERVICE AGREEMENT BETWEEN CALVERT SOCIAL INVESTMENT FUND CALVERT SOCIAL INDEX SERIES, INC. CALVERT IMPACT FUND, INC. THE CALVERT FUND CALVERT WORLD VALUES FUND, INC. CALVERT CASH RESERVES CALVERT TAX-FREE RESERVES CALVERT...Master Transfer Agency and Service Agreement • January 30th, 2009 • Summit Mutual Funds, Inc. • Massachusetts
AGREEMENT made the 3rd day of April, 2007 and effective as of the 1st day of May, 2006, by and between each of CALVERT SOCIAL INVESTMENT FUND, CALVERT SOCIAL INDEX SERIES, INC., CALVERT IMPACT FUND, INC., THE CALVERT FUND, CALVERT WORLD VALUES FUND, INC., CALVERT CASH RESERVES, CALVERT TAX-FREE RESERVES, CALVERT MUNICIPAL FUND, INC., FIRST VARIABLE RATE FUND FOR GOVERNMENT INCOME and CALVERT VARIABLE SERIES, INC., each a Massachusetts business trust or a Maryland corporation, as applicable, having its principal office and place of business at 4550 Montgomery Avenue, Suite 1000N, Bethesda, Maryland 20814 (collectively, the "Calvert Group Funds" and each a "Fund"), CALVERT SHAREHOLDER SERVICES, INC., a Delaware corporation having its principal office and place of business at 4550 Montgomery Avenue, Suite 1000N, Bethesda, Maryland 20814, as agent for the Calvert Group Funds ("CSSI"), CALVERT DISTRIBUTORS, INC., a Delaware corporation having its principal office and place of business at 45
SUMMIT INVESTMENT SUBADVISORY AGREEMENTInvestment Subadvisory Agreement • January 30th, 2009 • Summit Mutual Funds, Inc. • Maryland
INVESTMENT SUBADVISORY AGREEMENT, effective December 12, 2008, by and between Calvert Asset Management Company, Inc., a Delaware corporation registered as an investment Advisor under the Investment Advisers Act of 1940 (the "Advisor"), and Summit Investment Partners, Inc., an Ohio corporation (the "Subadvisor").
INVESTMENT ADVISORY AGREEMENTInvestment Advisory Agreement • January 30th, 2009 • Summit Mutual Funds, Inc. • Maryland
INVESTMENT ADVISORY AGREEMENT, made this 12th day of December, 2008, by and between CALVERT ASSET MANAGEMENT COMPANY, INC., a Delaware corporation (the "Adviser"), and SUMMIT MUTUAL FUNDS, INC., a Maryland corporation (the "Fund").
UNDERWRITING AGREEMENTUnderwriting Agreement • January 30th, 2009 • Summit Mutual Funds, Inc.
UNDERWRITING AGREEMENT, effective December 12, 2008, by and between CALVERT DISTRIBUTORS, INC., a Delaware corporation (the "Distributor"), and SUMMIT MUTUAL FUNDS, INC., a Maryland corporation (the "Fund").
Appendix A Amended and Restated Custodian AgreementCustodian Agreement • January 30th, 2009 • Summit Mutual Funds, Inc.
(D808) Calvert Income Fund (D861) Calvert New Vision Small Cap Fund (D878) Calvert Short Duration Income Fund (D855) Calvert Long-Term Income Fund (D881) Calvert Ultra Short Income Fund
ADMINISTRATIVE SERVICES AGREEMENT SUMMIT MUTUAL FUNDS, INC.Administrative Services Agreement • January 30th, 2009 • Summit Mutual Funds, Inc. • Maryland
ADMINISTRATIVE SERVICES AGREEMENT, made this 12th day of December, 2008 by and between CALVERT ADMINISTRATIVE SERVICES COMPANY, a Delaware corporation ("CASC"), and SUMMIT MUTUAL FUNDS, INC., a Maryland corporation (the "Fund"), each having its principal place of business at 4550 Montgomery Avenue, Bethesda, Maryland 20814.
DEFERRED COMPENSATION AGREEMENTDeferred Compensation Agreement • January 30th, 2009 • Summit Mutual Funds, Inc. • Maryland
WHEREAS, the Director will be rendering valuable services to the Fund as a member of the Board of Directors, and the Fund is willing to accommodate the Director's desire to be compensated for such services on a deferred basis;
SERVICING AGREEMENTServicing Agreement • January 30th, 2009 • Summit Mutual Funds, Inc. • Maryland
This Agency Agreement, entered into December 12, 2008, by and between Calvert Shareholder Services, Inc., a Delaware corporation having its principal place of business in Bethesda, Maryland ("CSS"), and Summit Mutual Funds, Inc., a registered investment company sponsored by Calvert Group, Ltd. and its subsidiaries as set forth on Schedule A ("Fund"). The Fund has entered into a transfer agency and service agreement with the State Street Bank and Trust of Boston, Massachusetts ("State Street") ("State Street Agreement").
