Calvert US Large Cap Growth Responsible Index Fund - Calvert
Shareclass
Calvert US Large Cap Growth Responsible Index Fund Class A (CGJAX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Calvert US Large Cap Growth Responsible Index Fund - Calvert
FUND COVERAGE
# of holdings560
% 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 Inc0.03%$271,312
- 2. Procter & Gamble Co/The0.5%$4.71M
- 3. Boston Scientific Corp0.38%$3.55M
- 4. Marriott International Inc/MD0.22%$2.1M
- 5. Welltower Inc0.36%$3.39M
- 6. Mondelez International Inc0.11%$1.07M
- 7. Hologic Inc0.05%$464,221
- 8. Mastercard Inc1.21%$11.39M
- 9. Willis Towers Watson PLC0.09%$872,433
- 10. J M Smucker Co/The0.03%$298,516
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Astera Labs Inc0.07%$701,872
- 2. FTAI Aviation Ltd0.08%$706,494
- 3. Liberty Broadband Corp0.02%$149,590
- 4. GameStop Corp0.03%$246,321
- 5. RBC Bearings Inc0.05%$506,277
- 6. Carvana Co0.14%$1.36M
- 7. QXO Inc0.02%$181,518
- 8. HEICO Corp0.11%$1M
- 9. MARA Holdings Inc0.01%$139,279
- 10. Mueller Industries Inc0.04%$338,660
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 Growth Responsible Index Fund - Calvert
Totals
Holdings
Assets
Weight
Prisons
13.0
$186.73M
20%
Prisons high risk
3.0
$3.33M
0.35%
Private prisons
0.0
$0
0%
Borders
15.0
$178.95M
19%
Borders high risk
5.0
$4.08M
0.43%
Total
18.0
$198.23M
21%
Holdings — 18 flagged holdings
1.
Microsoft Corp
:$69.23M
7.36%
2.
Alphabet Inc
:$45.46M
4.83%
3.
Amazon.com Inc
:$44.98M
4.78%
4.
Costco Wholesale Corp
$9.12M
0.97%
5.
Walmart Inc
$8.27M
0.88%
6.
Salesforce Inc
:$6.29M
0.67%
7.
Accenture PLC
:$3.43M
0.36%
8.
Thermo Fisher Scientific Inc
:$2.82M
0.3%
9.
Yum! Brands Inc
$1.89M
0.2%
10.
Motorola Solutions Inc
:$1.76M
0.19%
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 Growth Responsible Index Fund - Calvert CGJAX
Environment
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