Calvert Balanced Fund - Calvert
Shareclass
Calvert Balanced Fund Class I (CBAIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Calvert Balanced Fund - Calvert
FUND COVERAGE
# of holdings52
% of assets61%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc/MD0.79%$12.04M
- 2. Microsoft Corp4.79%$73.24M
- 3. S&P Global Inc0.98%$15M
- 4. AbbVie Inc1.21%$18.46M
- 5. Coca-Cola Co/The1.34%$20.52M
- 6. Walmart Inc1.16%$17.66M
- 7. Siemens Energy AG0.56%$8.63M
- 8. Visa Inc1.72%$26.34M
- 9. Thermo Fisher Scientific Inc0.85%$12.98M
- 10. Humana Inc0.53%$8.12M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. HEICO Corp0.65%$9.9M
- 2. Shift4 Payments Inc0.32%$4.89M
- 3. FirstService Corp0.51%$7.78M
- 4. Fair Isaac Corp0.72%$10.94M
- 5. Broadcom Inc2.57%$39.29M
- 6. Waste Connections Inc0.67%$10.22M
- 7. AMETEK Inc0.82%$12.54M
- 8. Synopsys Inc0.76%$11.65M
- 9. Parker-Hannifin Corp0.53%$8.17M
- 10. Liberty Media Corp-Liberty Formula One0.9%$13.7M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Calvert Balanced Fund - Calvert
Totals
Holdings
Assets
Weight
Prisons
8.0
$243.99M
16%
Prisons high risk
1.0
$3,098
<0.01%
Private prisons
0.0
$0
0%
Borders
7.0
$226.33M
15%
Borders high risk
1.0
$3,098
<0.01%
Total
8.0
$243.99M
16%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$73.24M
4.79%
2.
Alphabet Inc
:$71.94M
4.71%
3.
Amazon.com Inc
:$48.23M
3.16%
4.
Walmart Inc
$17.66M
1.16%
5.
TransUnion
:$13.15M
0.86%
6.
Thermo Fisher Scientific Inc
:$12.98M
0.85%
7.
Alphabet Inc
:$6.79M
0.44%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Calvert Balanced Fund - Calvert CBAIX
Environment
Social
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