Calvert Equity Fund | Gender equality score

Mutual fund

Calvert Equity Fund

TickerCEYIX Member of USSIF

Fund manager

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

79.3

percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 511 out of 2,466 funds

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Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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 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. S&P Global Inc
2.71% of assets
$170.9M invested
2. Accenture PLC Class A
0.72% of assets
$45.25M invested
3. Moody's Corporation
0.91% of assets
$57.69M invested
4. Microsoft Corp
4.69% of assets
$295.69M invested
5. Mastercard Inc Class A
4.65% of assets
$293.62M invested
6. PayPal Holdings Inc
1.38% of assets
$86.79M invested
7. Ecolab Inc
2.67% of assets
$168.56M invested
8. Starbucks Corp
1.5% of assets
$94.93M invested
9. Visa Inc Class A
4.7% of assets
$296.59M invested
10. Zoetis Inc Class A
3.19% of assets
$201.53M 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 Inc
1.96% of assets
$123.99M invested
2. Charles Schwab Corp
1.31% of assets
$82.38M invested
3. Linde PLC
2.85% of assets
$179.82M invested
4. Dollar General Corp
2.63% of assets
$165.83M invested
5. Costco Wholesale Corp
0.89% of assets
$56.41M invested
6. Intuitive Surgical Inc
0.42% of assets
$26.71M invested
7. IDEXX Laboratories Inc
0.98% of assets
$61.88M invested
8. Amphenol Corp Class A
2.58% of assets
$162.67M invested
9. Lowe's Companies Inc
1.33% of assets
$83.9M invested
10. Alphabet Inc Class C
4.58% of assets
$288.94M invested

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Financial performance

Performance data provided by

Find more financial data on CEYIX at Morningstar.com

Gender Equality and Returns

Enlarge

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.

Benchmarking tool

Current fund

CEYIX

Calvert Equity Fund

Family

Calvert Research and Management

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.74% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CEYIX

Calvert Equity Fund

Family

Calvert Research and Management

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.74% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

CEYIX

Calvert Equity Fund

Family

Calvert Research and Management

Category

Large Growth

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.74% more in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/23

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
CEYIX - Calvert Equity Fund

4.01%

13%

15%

14%

53 / 100 points

Benchmark

2.63%

14%

11%

12%

53 / 100 points

Fund compared to benchmark

1.37%

-1.54%

3.1%

1.74%

Same

Find more financial data on CEYIX at Morningstar.com

What's next?

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Recent blog posts

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