Calvert Global Water Fund - Calvert

Shareclass
Calvert Global Water Fund Calvert Global Water Fund Class I (CFWIX)
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 Water Fund - Calvert

FUND COVERAGE
# of holdings94
% of assets79%
Score
52 / 100
Rank

57.9 percentile

Group: Sector Equity

Rank: #382 out of 902

Grade
C

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

25 / 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

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co/The
         % of fund invested: 0.49%
         $USD invested: $2.65M
  • 2. Iberdrola SA
         % of fund invested: 0.52%
         $USD invested: $2.84M
  • 3. L'Oreal SA
         % of fund invested: 0.49%
         $USD invested: $2.68M
  • 4. Marriott International Inc/MD
         % of fund invested: 0.51%
         $USD invested: $2.81M
  • 5. City Developments Ltd
         % of fund invested: 0.56%
         $USD invested: $3.08M
  • 6. Croda International PLC
         % of fund invested: 0.51%
         $USD invested: $2.78M
  • 7. United Utilities Group PLC
         % of fund invested: 1.57%
         $USD invested: $8.59M
  • 8. Mondelez International Inc
         % of fund invested: 0.46%
         $USD invested: $2.54M
  • 9. Spirax Group PLC
         % of fund invested: 1.39%
         $USD invested: $7.61M
  • 10. Severn Trent PLC
         % of fund invested: 1.59%
         $USD invested: $8.7M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mueller Industries Inc
         % of fund invested: 1.01%
         $USD invested: $5.53M
  • 2. Chemed Corp
         % of fund invested: 0.88%
         $USD invested: $4.79M
  • 3. Nucor Corp
         % of fund invested: 0.52%
         $USD invested: $2.83M
  • 4. Advanced Drainage Systems Inc
         % of fund invested: 0.91%
         $USD invested: $4.98M
  • 5. Core & Main Inc
         % of fund invested: 1.01%
         $USD invested: $5.53M
  • 6. A O Smith Corp
         % of fund invested: 0.93%
         $USD invested: $5.08M
  • 7. SiteOne Landscape Supply Inc
         % of fund invested: 0.47%
         $USD invested: $2.56M
  • 8. Hawkins Inc
         % of fund invested: 1.33%
         $USD invested: $7.26M
  • 9. Entegris Inc
         % of fund invested: 0.55%
         $USD invested: $3M
  • 10. Organo Corp
         % of fund invested: 1.15%
         $USD invested: $6.31M

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 Water Fund - Calvert

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$2.72M
0.5%
     Borders high risk
0.0
$0
0%
Total
1.0
$2.72M
0.5%
Full fund results

Holdings — 1 flagged holdings

1.
Ingersoll Rand Inc
Borders
$2.72M
0.5%
Borders :
$2.72M
0.5%
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