Calvert Equity Fund - Calvert
Shareclass
Calvert Equity Fund Class C (CSECX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
56
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 185 out of 1,373 funds
See more funds from this group
All funds
Groups
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Equity Fund - Calvert CSECX
Environment
Social
Search more funds
Top scoring holdings
The top 10 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. Mastercard Inc4.62% of assets$222.09M invested
- 2. Xylem Inc/NY2.54% of assets$121.96M invested
- 3. Microsoft Corp4.38% of assets$210.51M invested
- 4. S&P Global Inc3.86% of assets$185.55M invested
- 5. PayPal Holdings Inc0.92% of assets$44.41M invested
- 6. IDEX Corp1.11% of assets$53.41M invested
- 7. Zoetis Inc3.48% of assets$167.19M invested
- 8. Ecolab Inc3.21% of assets$154.16M invested
- 9. Intuit Inc2.5% of assets$119.91M invested
- 10. Starbucks Corp0.58% of assets$28.04M invested
Bottom scoring holdings
The bottom 10 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. O'Reilly Automotive Inc0.87% of assets$41.72M invested
- 2. West Pharmaceutical Services Inc2.01% of assets$96.71M invested
- 3. Costco Wholesale Corp0.48% of assets$23.05M invested
- 4. Dollar General Corp1.75% of assets$84.11M invested
- 5. Copart Inc0.84% of assets$40.41M invested
- 6. Revvity Inc1.06% of assets$50.82M invested
- 7. Amphenol Corp3.18% of assets$152.64M invested
- 8. MSCI Inc1.39% of assets$66.63M invested
- 9. IDEXX Laboratories Inc2.28% of assets$109.43M invested
- 10. Linde PLC2.54% of assets$122.2M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer