Calvert US Large-Cap Core Responsible Index Fund

Shareclass
Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
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 US Large-Cap Core Responsible Index Fund

FUND COVERAGE
# of holdings779
% of assets100%
Score
54 / 100
Rank

45.5 percentile

Group: U.S. Large Cap Equity

Rank: #798 out of 1,462

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

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. International Flavors & Fragrances Inc
         % of fund invested: 0.04%
         $USD invested: $2.49M
  • 2. Procter & Gamble Co
         % of fund invested: 0.68%
         $USD invested: $40.5M
  • 3. Biogen Inc
         % of fund invested: 0.04%
         $USD invested: $2.61M
  • 4. Boston Scientific Corp
         % of fund invested: 0.34%
         $USD invested: $19.88M
  • 5. Marriott International Inc Class A
         % of fund invested: 0.13%
         $USD invested: $7.89M
  • 6. Bank of America Corp
         % of fund invested: 0.72%
         $USD invested: $42.98M
  • 7. Welltower Inc
         % of fund invested: 0.25%
         $USD invested: $14.93M
  • 8. The Interpublic Group of Companies Inc
         % of fund invested: 0.03%
         $USD invested: $1.49M
  • 9. Mondelez International Inc Class A
         % of fund invested: 0.22%
         $USD invested: $13.34M
  • 10. Hologic Inc
         % of fund invested: 0.03%
         $USD invested: $1.61M
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: $847,968
  • 2. Construction Partners Inc Class A
         % of fund invested: 0.01%
         $USD invested: $759,087
  • 3. Astera Labs Inc
         % of fund invested: 0.04%
         $USD invested: $2.46M
  • 4. FTAI Aviation Ltd
         % of fund invested: 0.04%
         $USD invested: $2.45M
  • 5. Liberty Broadband Corp Registered Shs Series -C-
         % of fund invested: 0.02%
         $USD invested: $1.1M
  • 6. GameStop Corp Class A
         % of fund invested: 0.02%
         $USD invested: $1.21M
  • 7. Virtu Financial Inc Class A
         % of fund invested: 0.01%
         $USD invested: $628,800
  • 8. Carvana Co Class A
         % of fund invested: 0.09%
         $USD invested: $5.23M
  • 9. Heico Corp
         % of fund invested: 0.09%
         $USD invested: $5.12M
  • 10. Silgan Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $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 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 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%
Full fund results

Holdings — 29 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$379.34M
6.39%
Prisons
Borders :
$379.34M
6.39%
2.
Alphabet Inc Class A
Prisons
Borders
$241.68M
4.07%
Prisons
Borders :
$241.68M
4.07%
3.
Amazon.com Inc
Prisons
Borders
$225.86M
3.81%
Prisons
Borders :
$225.86M
3.81%
4.
Walmart Inc
Prisons
$46.48M
0.78%
Prisons
$46.48M
0.78%
5.
Costco Wholesale Corp
Prisons
$45.98M
0.77%
Prisons
$45.98M
0.77%
6.
Salesforce Inc
Borders
$28.33M
0.48%
Borders :
$28.33M
0.48%
7.
AT&T Inc
Borders
$24.93M
0.42%
Borders :
$24.93M
0.42%
8.
Thermo Fisher Scientific Inc
Borders
$23.75M
0.4%
Borders :
$23.75M
0.4%
9.
Accenture PLC Class A
Borders
$19.68M
0.33%
Borders :
$19.68M
0.33%
10.
General Motors Co
Prisons
Borders
$15.29M
0.26%
Prisons
Borders :
$15.29M
0.26%
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