Calvert US Large-Cap Core Responsible Index Fund
Shareclass
Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
Type
Open-end mutual fund
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
FUND COVERAGE
# of holdings779
% 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 Co0.68%$40.5M
- 3. Biogen Inc0.04%$2.61M
- 4. Boston Scientific Corp0.34%$19.88M
- 5. Marriott International Inc Class A0.13%$7.89M
- 6. Bank of America Corp0.72%$42.98M
- 7. Welltower Inc0.25%$14.93M
- 8. The Interpublic Group of Companies Inc0.03%$1.49M
- 9. Mondelez International Inc Class A0.22%$13.34M
- 10. Hologic Inc0.03%$1.61M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.01%$847,968
- 2. Construction Partners Inc Class A0.01%$759,087
- 3. Astera Labs Inc0.04%$2.46M
- 4. FTAI Aviation Ltd0.04%$2.45M
- 5. Liberty Broadband Corp Registered Shs Series -C-0.02%$1.1M
- 6. GameStop Corp Class A0.02%$1.21M
- 7. Virtu Financial Inc Class A0.01%$628,800
- 8. Carvana Co Class A0.09%$5.23M
- 9. Heico Corp0.09%$5.12M
- 10. Silgan Holdings Inc<0.01%$362,363
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 surveyThis 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 US Large-Cap Core Responsible Index Fund
Totals
Holdings
Assets
Weight
Prisons
19
$1.03B
17%
Prisons high risk
5
$25.79M
0.43%
Private prisons
0
$0
0%
Borders
23
$1.02B
17%
Borders high risk
9
$33.59M
0.57%
Total
29
$1.14B
19%
Holdings — 29 flagged holdings
1.
Microsoft Corp
$379.34M
6.39%
2.
Alphabet Inc Class A
$241.68M
4.07%
3.
Amazon.com Inc
$225.86M
3.81%
4.
Walmart Inc
$46.48M
0.78%
5.
Costco Wholesale Corp
$45.98M
0.77%
6.
Salesforce Inc
$28.33M
0.48%
7.
AT&T Inc
$24.93M
0.42%
8.
Thermo Fisher Scientific Inc
$23.75M
0.4%
9.
Accenture PLC Class A
$19.68M
0.33%
10.
General Motors Co
$15.29M
0.26%

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 CSXRX
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