Calvert Small Cap Fund - Calvert
Shareclass
Calvert Small Cap Fund Class A (CCVAX)
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 Small Cap Fund - Calvert
FUND COVERAGE
# of holdings57
% of assets93%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Lyft Inc0.98%$18.48M
- 2. AptarGroup Inc1.77%$33.38M
- 3. Essential Properties Realty Trust Inc2.4%$45.23M
- 4. IDACORP Inc2.19%$41.2M
- 5. Rexford Industrial Realty Inc0.77%$14.6M
- 6. Badger Meter Inc2.02%$38.15M
- 7. Wyndham Hotels & Resorts Inc2.75%$51.77M
- 8. Balchem Corp1.66%$31.2M
- 9. Old National Bancorp/IN1.67%$31.55M
- 10. Valvoline Inc2.09%$39.32M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. nCino Inc0.48%$9.07M
- 2. Community Financial System Inc2.7%$50.84M
- 3. Alkami Technology Inc0.67%$12.69M
- 4. White Mountains Insurance Group Ltd2.09%$39.33M
- 5. Chemed Corp1.02%$19.26M
- 6. CSW Industrials Inc3.85%$72.54M
- 7. ESCO Technologies Inc1.47%$27.74M
- 8. Advanced Drainage Systems Inc1.59%$29.9M
- 9. Core & Main Inc2.02%$38.08M
- 10. A O Smith Corp2.01%$37.9M
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 Small Cap Fund - Calvert
Totals
Holdings
Assets
Weight
Prisons
1.0
$42.95M
2.28%
Prisons high risk
1.0
$42.95M
2.28%
Private prisons
0.0
$0
0%
Borders
1.0
$42.95M
2.28%
Borders high risk
1.0
$42.95M
2.28%
Total
1.0
$42.95M
2.28%
Holdings — 1 flagged holdings
1.
Aramark
:$42.95M
2.28%
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 Small Cap Fund - Calvert CCVAX
Environment
Social
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