Calvert Equity Fund - Calvert
Shareclass
Calvert Equity Fund Class R6 (CEYRX)
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 Equity Fund - Calvert
FUND COVERAGE
# of holdings45
% of assets96%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc4.62%$222.09M
- 2. Xylem Inc/NY2.54%$121.96M
- 3. Microsoft Corp4.38%$210.51M
- 4. S&P Global Inc3.86%$185.55M
- 5. PayPal Holdings Inc0.92%$44.41M
- 6. IDEX Corp1.11%$53.41M
- 7. Zoetis Inc3.48%$167.19M
- 8. Ecolab Inc3.21%$154.16M
- 9. Intuit Inc2.5%$119.91M
- 10. Starbucks Corp0.58%$28.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. O'Reilly Automotive Inc0.87%$41.72M
- 2. West Pharmaceutical Services Inc2.01%$96.71M
- 3. Costco Wholesale Corp0.48%$23.05M
- 4. Dollar General Corp1.75%$84.11M
- 5. Copart Inc0.84%$40.41M
- 6. Revvity Inc1.06%$50.82M
- 7. Amphenol Corp3.18%$152.64M
- 8. MSCI Inc1.39%$66.63M
- 9. IDEXX Laboratories Inc2.28%$109.43M
- 10. Linde PLC2.54%$122.2M
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 Equity Fund - Calvert
Totals
Holdings
Assets
Weight
Prisons
5.0
$803.89M
17%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
4.0
$780.84M
16%
Borders high risk
0.0
$0
0%
Total
5.0
$803.89M
17%
Holdings — 5 flagged holdings
1.
Thermo Fisher Scientific Inc
:$231.37M
4.82%
2.
Alphabet Inc
:$227.28M
4.73%
3.
Microsoft Corp
:$210.51M
4.38%
4.
Equifax Inc
:$111.68M
2.32%
5.
Costco Wholesale Corp
$23.05M
0.48%
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 Equity Fund - Calvert CEYRX
Environment
Social
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