Calvert US Large Cap Value Responsible Index Fund - Calvert
Shareclass
Calvert US Large Cap Value Responsible Index Fund Class I (CFJIX)
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 Value Responsible Index Fund - Calvert
FUND COVERAGE
# of holdings546
% of assets99%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.13%$2.4M
- 2. Procter & Gamble Co/The0.88%$16.46M
- 3. Biogen Inc0.23%$4.38M
- 4. Bank of America Corp2.31%$43M
- 5. Mondelez International Inc0.39%$7.34M
- 6. Hologic Inc0.04%$780,580
- 7. Citigroup Inc1.29%$23.96M
- 8. Willis Towers Watson PLC0.03%$627,297
- 9. General Mills Inc0.23%$4.25M
- 10. J M Smucker Co/The0.05%$970,959
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.05%$979,801
- 2. Liberty Broadband Corp0.05%$989,301
- 3. GameStop Corp0.02%$461,659
- 4. Virtu Financial Inc0.03%$488,904
- 5. Carvana Co0.02%$344,368
- 6. QXO Inc0.07%$1.38M
- 7. Silgan Holdings Inc0.04%$767,958
- 8. Mueller Industries Inc0.06%$1.03M
- 9. Lennar Corp0.22%$4.18M
- 10. Varonis Systems Inc<0.01%$176,267
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 Value Responsible Index Fund - Calvert
Totals
Holdings
Assets
Weight
Prisons
13.0
$85.68M
4.6%
Prisons high risk
3.0
$9.58M
0.51%
Private prisons
0.0
$0
0%
Borders
14.0
$74.02M
3.97%
Borders high risk
6.0
$12.21M
0.66%
Total
19.0
$117.82M
6.32%
Holdings — 19 flagged holdings
1.
AT&T Inc
:$20.26M
1.09%
2.
Walmart Inc
$16.83M
0.9%
3.
Thermo Fisher Scientific Inc
:$13.51M
0.73%
4.
General Motors Co
:$10.65M
0.57%
5.
Elevance Health Inc
$10.59M
0.57%
6.
Ford Motor Co
:$7.86M
0.42%
7.
Kroger Co/The
$6.61M
0.35%
8.
Target Corp
$5.72M
0.31%
9.
Accenture PLC
:$5.21M
0.28%
10.
Citizens Financial Group Inc
:$4.2M
0.23%
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 Value Responsible Index Fund - Calvert CFJIX
Environment
Social
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