Calvert Global Water Fund

Shareclass
Calvert Global Water A (CFWAX)
Type
Open-end mutual fund
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

FUND COVERAGE
# of holdings88
% of assets79%
Score
51 / 100
Rank

51.0 percentile

Group: Sector Equity

Rank: #425 out of 865

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
         % of fund invested: 0.47%
         $USD invested: $2.65M
  • 2. Iberdrola SA
         % of fund invested: 0.53%
         $USD invested: $2.97M
  • 3. L'Oreal SA
         % of fund invested: 0.56%
         $USD invested: $3.17M
  • 4. City Developments Ltd
         % of fund invested: 0.72%
         $USD invested: $4.05M
  • 5. Croda International PLC
         % of fund invested: 0.42%
         $USD invested: $2.35M
  • 6. United Utilities Group PLC Class A
         % of fund invested: 1.42%
         $USD invested: $8.01M
  • 7. Mondelez International Inc Class A
         % of fund invested: 0.46%
         $USD invested: $2.58M
  • 8. Spirax Group PLC
         % of fund invested: 1.66%
         $USD invested: $9.34M
  • 9. Severn Trent PLC
         % of fund invested: 1.37%
         $USD invested: $7.7M
  • 10. Hilton Worldwide Holdings Inc
         % of fund invested: 0.57%
         $USD invested: $3.19M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mueller Industries Inc
         % of fund invested: 1.15%
         $USD invested: $6.49M
  • 2. Chemed Corp
         % of fund invested: 0.74%
         $USD invested: $4.19M
  • 3. Nucor Corp
         % of fund invested: 0.69%
         $USD invested: $3.91M
  • 4. Advanced Drainage Systems Inc
         % of fund invested: 1.21%
         $USD invested: $6.8M
  • 5. Core & Main Inc Class A
         % of fund invested: 1.13%
         $USD invested: $6.37M
  • 6. A.O. Smith Corp
         % of fund invested: 1.03%
         $USD invested: $5.79M
  • 7. Hawkins Inc
         % of fund invested: 1.48%
         $USD invested: $8.33M
  • 8. Entegris Inc
         % of fund invested: 0.62%
         $USD invested: $3.5M
  • 9. Organo Corp
         % of fund invested: 1.52%
         $USD invested: $8.57M
  • 10. Itron Inc
         % of fund invested: 0.54%
         $USD invested: $3.05M

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
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies - The strategy's investment process is guided by the Calvert Principles for Responsible Investment. In line with the principles, the strategy seeks to identify companies and other issuers that operate in a manner that is consistent with or promote Equitable societies and respect for human rights, Respect human rights, respect culture and tradition in local communities and economies and respect Indigenous Peoples' Rights, Promote diversity and gender equity across workplaces, marketplaces and communities. Calvert's dedicated Impact & Data team is responsible for managing the firm's relationships with ESG data vendors, testing the quality of data, and creating impact reporting for our strategies. Additionally, this team collaborates with ESG analysts to uncover new data sets from current vendors, as well as new data vendors. This collaboration includes reviewing data methodologies, conducting due diligence calls, and testing partial data sets for quality & applicability to our ESG research process. Calvert's Impact Data and Technology team is also tasked with creating impact reports and measurements for Calvert strategies, analyzing and evaluating ESG data associated with impact, and building out Calvert's technology platform. Calvert seeks disclosure of policies, programs, and performance metrics in three areas: diversity, labor relations, and employee health safety. Evaluations focus on quality of policies and programs, compliance with national laws and regulations, and proactive management initiatives. Calvert invests in companies that demonstrate inclusive diversity policies, fair treatment of all employees, robust diversity programs and training, and disclosure of workforce diversity data.  More
US-SIF member fund managers: want to update your statement?  Contact us




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Calvert Global Water Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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