Calvert Emerging Markets Equity Fund
Shareclass
Calvert Emerging Markets Equity I (CVMIX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
8.18%
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
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 Emerging Markets Equity Fund CVMIX
Environment
Social
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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. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 8 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Hong Kong Exchanges and Clearing Ltd1% of assets$12.39M invested
- 2. Yum China Holdings Inc1.64% of assets$20.34M invested
- 3. Antofagasta PLC1.28% of assets$15.83M invested
- 4. Powszechny Zaklad Ubezpieczen SA1.22% of assets$15.08M invested
- 5. Allegro.EU SA Ordinary Shares1.06% of assets$13.21M invested
- 6. AIA Group Ltd1.05% of assets$13.06M invested
- 7. Grupa Kety SA0.49% of assets$6.09M invested
- 8. MercadoLibre Inc0.44% of assets$5.51M invested
Bottom scoring holdings
The bottom 8 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. MercadoLibre Inc0.44% of assets$5.51M invested
- 2. Grupa Kety SA0.49% of assets$6.09M invested
- 3. AIA Group Ltd1.05% of assets$13.06M invested
- 4. Allegro.EU SA Ordinary Shares1.06% of assets$13.21M invested
- 5. Powszechny Zaklad Ubezpieczen SA1.22% of assets$15.08M invested
- 6. Antofagasta PLC1.28% of assets$15.83M invested
- 7. Yum China Holdings Inc1.64% of assets$20.34M invested
- 8. Hong Kong Exchanges and Clearing Ltd1% of assets$12.39M invested
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Financial performance
Performance data provided by
Find more financial data on CVMIX at Morningstar.com
Find more financial data on CVMIX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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