Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 511 out of 2,466 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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 Equity Fund CEYIX
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 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 Inc2.71% of assets$170.9M invested
- 2. Accenture PLC Class A0.72% of assets$45.25M invested
- 3. Moody's Corporation0.91% of assets$57.69M invested
- 4. Microsoft Corp4.69% of assets$295.69M invested
- 5. Mastercard Inc Class A4.65% of assets$293.62M invested
- 6. PayPal Holdings Inc1.38% of assets$86.79M invested
- 7. Ecolab Inc2.67% of assets$168.56M invested
- 8. Starbucks Corp1.5% of assets$94.93M invested
- 9. Visa Inc Class A4.7% of assets$296.59M invested
- 10. Zoetis Inc Class A3.19% 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 Inc1.96% of assets$123.99M invested
- 2. Charles Schwab Corp1.31% of assets$82.38M invested
- 3. Linde PLC2.85% of assets$179.82M invested
- 4. Dollar General Corp2.63% of assets$165.83M invested
- 5. Costco Wholesale Corp0.89% of assets$56.41M invested
- 6. Intuitive Surgical Inc0.42% of assets$26.71M invested
- 7. IDEXX Laboratories Inc0.98% of assets$61.88M invested
- 8. Amphenol Corp Class A2.58% of assets$162.67M invested
- 9. Lowe's Companies Inc1.33% of assets$83.9M invested
- 10. Alphabet Inc Class C4.58% 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.
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