Calvert US Large Cap Core Responsible Index Fund - Calvert
Shareclass
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX)
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 US Large Cap Core Responsible Index Fund - Calvert
FUND COVERAGE
# of holdings784
% of assets100%
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
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.04%$2.49M
- 2. Procter & Gamble Co/The0.58%$35.02M
- 3. Biogen Inc0.05%$2.88M
- 4. Boston Scientific Corp0.28%$16.79M
- 5. Marriott International Inc/MD0.14%$8.38M
- 6. Bank of America Corp0.79%$47.43M
- 7. Welltower Inc0.27%$16.44M
- 8. Mondelez International Inc0.19%$11.18M
- 9. Hologic Inc0.03%$1.78M
- 10. Mastercard Inc0.88%$52.47M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.01%$746,595
- 2. Astera Labs Inc0.04%$2.24M
- 3. FTAI Aviation Ltd0.05%$3.13M
- 4. Liberty Broadband Corp0.01%$876,695
- 5. GameStop Corp0.02%$1.09M
- 6. RBC Bearings Inc0.04%$2.11M
- 7. Virtu Financial Inc<0.01%$499,800
- 8. Carvana Co0.09%$5.48M
- 9. QXO Inc0.02%$1.43M
- 10. HEICO Corp0.08%$4.65M
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 US Large Cap Core Responsible Index Fund - Calvert
Totals
Holdings
Assets
Weight
Prisons
22.0
$1.1B
18%
Prisons high risk
5.0
$20.96M
0.35%
Private prisons
0.0
$0
0%
Borders
23.0
$1.06B
18%
Borders high risk
8.0
$25.21M
0.42%
Total
30.0
$1.18B
20%
Holdings — 30 flagged holdings
1.
Microsoft Corp
:$346.28M
5.78%
2.
Alphabet Inc
:$331.42M
5.53%
3.
Amazon.com Inc
:$221.91M
3.7%
4.
Walmart Inc
$51.13M
0.85%
5.
Costco Wholesale Corp
$39.9M
0.67%
6.
Salesforce Inc
:$27.88M
0.47%
7.
Thermo Fisher Scientific Inc
:$25.86M
0.43%
8.
AT&T Inc
:$19.64M
0.33%
9.
Accenture PLC
:$19.02M
0.32%
10.
General Motors Co
:$17.17M
0.29%
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 US Large Cap Core Responsible Index Fund - Calvert CSXAX
Environment
Social
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