Calvert Global Energy Solutions Fund - Calvert

Shareclass
Calvert Global Energy Solutions Fund Class C (CGACX)
Type
Open-end mutual fund
Manager
Sustainability mandate
Member of US-SIF

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Calvert Global Energy Solutions Fund - Calvert

FUND COVERAGE
# of holdings122
% of assets75%
Score
54 / 100
Rank

80.7 percentile

Group: Sector Equity

Rank: #176 out of 902

Grade
A

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

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Iberdrola SA
         % of fund invested: 0.57%
         $USD invested: $902,816
  • 2. Danone SA
         % of fund invested: 0.55%
         $USD invested: $881,875
  • 3. Johnson Matthey PLC
         % of fund invested: 0.55%
         $USD invested: $883,363
  • 4. Castellum AB
         % of fund invested: 0.56%
         $USD invested: $892,412
  • 5. Enel SpA
         % of fund invested: 0.55%
         $USD invested: $884,958
  • 6. Redeia Corp SA
         % of fund invested: 0.55%
         $USD invested: $879,180
  • 7. City Developments Ltd
         % of fund invested: 0.61%
         $USD invested: $980,896
  • 8. Croda International PLC
         % of fund invested: 0.55%
         $USD invested: $872,119
  • 9. Schneider Electric SE
         % of fund invested: 0.68%
         $USD invested: $1.08M
  • 10. Contact Energy Ltd
         % of fund invested: 0.83%
         $USD invested: $1.33M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Power Integrations Inc
         % of fund invested: 0.48%
         $USD invested: $770,862
  • 2. Central Japan Railway Co
         % of fund invested: 0.55%
         $USD invested: $886,399
  • 3. MasTec Inc
         % of fund invested: 0.58%
         $USD invested: $933,386
  • 4. NEXTracker Inc
         % of fund invested: 0.55%
         $USD invested: $876,849
  • 5. GS Yuasa Corp
         % of fund invested: 0.5%
         $USD invested: $791,321
  • 6. Itron Inc
         % of fund invested: 0.48%
         $USD invested: $760,709
  • 7. MYR Group Inc
         % of fund invested: 0.48%
         $USD invested: $769,338
  • 8. Stadler Rail AG
         % of fund invested: 0.41%
         $USD invested: $648,775
  • 9. EnerSys
         % of fund invested: 0.53%
         $USD invested: $851,296
  • 10. Toyota Motor Corp
         % of fund invested: 0.72%
         $USD invested: $1.15M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Calvert Global Energy Solutions Fund - Calvert

Totals

Holdings
Assets
Weight
Prisons
2.0
$1.73M
1.08%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
2.0
$1.73M
1.08%
     Borders high risk
0.0
$0
0%
Total
2.0
$1.73M
1.08%
Full fund results

Holdings — 2 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$865,196
0.54%
Prisons
Borders :
$865,196
0.54%
2.
Alphabet Inc
Prisons
Borders
$860,124
0.54%
Prisons
Borders :
$860,124
0.54%
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