Investment Advisory Agreement Calvert Investment Management, Inc. Calvert SAGE Fund Addendum to Schedule AInvestment Advisory Agreement • July 29th, 2011 • Calvert SAGE Fund
As compensation pursuant to Section 4 of the Investment Advisory Agreement between Calvert Investment Management, Inc. (the "Advisor") and Calvert SAGE Fund dated November 4, 2008, and effective as of December 12, 2008, with respect to Calvert Equity Income Fund (the "Fund"), the Advisor is entitled to receive from the Fund an annual advisory fee (the "Fee") as shown below. The Fee shall be computed daily and payable monthly, based on the average daily net assets of the Fund.
ADDENDUM TO INVESTMENT ADVISORY AGREEMENT Calvert SAGE Fund Calvert Equity Income FundInvestment Advisory Agreement • July 29th, 2011 • Calvert SAGE Fund
Calvert Investment Management, Inc. ("Calvert" or the "Advisor") is the investment advisor to Calvert Equity Income Fund ("Fund"), a series of Calvert SAGE Fund. Calvert has agreed with the Fund to contractually limit (direct/ or direct ordinary) net annual fund operating expenses of the Fund through January 31, 2013, as follows. This expense limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses, performance fee adjustments, and taxes. To the extent any expense offset arrangement reduces Fund expenses, Calvert's obligation under this agreement is reduced and Calvert shall also benefit from the expense offset arrangement. The below figure is expressed as a percentage of average net assets.
Distribution Agreement Calvert Investment Distributors, Inc. Addendum to Schedule IIDistribution Agreement • July 29th, 2011 • Calvert SAGE Fund
SERVICING AGREEMENT ADDENDUM TO SCHEDULE AServicing Agreement • July 29th, 2011 • Calvert SAGE Fund
For its services under the Servicing Agreement between Calvert Investment Services, Inc. ("CIS") (formerly Calvert Shareholder Services, Inc.) and Calvert SAGE Fund, CIS is entitled to receive from the Fund fees as set forth below:
CALVERT SAGE FUND ADMINISTRATIVE SERVICES AGREEMENT ADDENDUM TO SCHEDULE AAdministrative Services Agreement • July 29th, 2011 • Calvert SAGE Fund
The Fund below is entitled to receive administrative services from Calvert Investment Administrative Services, Inc. ("CIAS") under the Administrative Services Agreement dated December 12, 2008, and will pay annual fees to CIAS as follows pursuant to the Agreement.
