Calvert Growth Allocation Fund

Shareclass
Calvert Growth Allocation I (CAGIX)
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 Growth Allocation Fund

FUND COVERAGE
# of holdings1,549
% of assets78%
Score
54 / 100
Rank

67.5 percentile

Group: Allocation

Rank: #213 out of 653

Grade
B

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

9 / 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. National Bank of Canada
         % of fund invested: 0.02%
         $USD invested: $71,947
  • 2. Transurban Group
         % of fund invested: 0.01%
         $USD invested: $49,916
  • 3. QBE Insurance Group Ltd
         % of fund invested: 0.01%
         $USD invested: $37,051
  • 4. Allianz SE
         % of fund invested: 0.07%
         $USD invested: $258,061
  • 5. International Flavors & Fragrances Inc
         % of fund invested: 0.03%
         $USD invested: $96,932
  • 6. AstraZeneca PLC
         % of fund invested: 0.41%
         $USD invested: $1.48M
  • 7. Qantas Airways Ltd
         % of fund invested: <0.01%
         $USD invested: $8,364
  • 8. ASX Ltd
         % of fund invested: <0.01%
         $USD invested: $14,387
  • 9. Standard Chartered PLC
         % of fund invested: 0.02%
         $USD invested: $56,232
  • 10. CAR Group Ltd
         % of fund invested: 0.07%
         $USD invested: $265,654
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Rithm Capital Corp
         % of fund invested: <0.01%
         $USD invested: $35,087
  • 2. KBC Ancora SA
         % of fund invested: <0.01%
         $USD invested: $4,476
  • 3. Construction Partners Inc Class A
         % of fund invested: <0.01%
         $USD invested: $24,771
  • 4. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.08%
         $USD invested: $288,464
  • 5. Astera Labs Inc
         % of fund invested: 0.02%
         $USD invested: $75,024
  • 6. FTAI Aviation Ltd
         % of fund invested: 0.02%
         $USD invested: $70,884
  • 7. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.01%
         $USD invested: $45,461
  • 8. GameStop Corp Class A
         % of fund invested: 0.01%
         $USD invested: $40,212
  • 9. Virtu Financial Inc Class A
         % of fund invested: <0.01%
         $USD invested: $21,562
  • 10. Constellation Software Inc
         % of fund invested: 0.03%
         $USD invested: $121,325

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 Growth Allocation Fund

Totals

Holdings
Assets
Weight
Prisons
25
$28.03M
7.73%
     Prisons high risk
7
$990,126
0.27%
     Private prisons
1
$8,459
<0.01%
Borders
31
$30.47M
8.4%
     Borders high risk
10
$1.31M
0.36%
Total
40
$33.89M
9.34%
Full fund results

Holdings — 40 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$9.43M
2.6%
Prisons
Borders :
$9.43M
2.6%
2.
Amazon.com Inc
Prisons
Borders
$5.83M
1.61%
Prisons
Borders :
$5.83M
1.61%
3.
Alphabet Inc Class A
Prisons
Borders
$5.73M
1.58%
Prisons
Borders :
$5.73M
1.58%
4.
Thermo Fisher Scientific Inc
Borders
$2.02M
0.56%
Borders :
$2.02M
0.56%
5.
Alphabet Inc Class C
Prisons
Borders
$1.39M
0.38%
Prisons
Borders :
$1.39M
0.38%
6.
Salesforce Inc
Borders
$1.32M
0.36%
Borders :
$1.32M
0.36%
7.
Costco Wholesale Corp
Prisons
$1.19M
0.33%
Prisons
$1.19M
0.33%
8.
Walmart Inc
Prisons
$1.19M
0.33%
Prisons
$1.19M
0.33%
9.
AT&T Inc
Borders
$758,987
0.21%
Borders :
$758,987
0.21%
10.
Equifax Inc
Borders
$706,777
0.19%
Borders :
$706,777
0.19%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer