Calvert Equity Fund
Shareclass
Calvert Equity I (CEYIX)
Type
Open-end mutual fund
Gender equality score
55
/ 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: 315 out of 2,548 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
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. Mastercard Inc Class A4.66% of assets$328.23M invested
- 2. Accenture PLC Class A1.19% of assets$83.71M invested
- 3. PayPal Holdings Inc1.15% of assets$80.89M invested
- 4. Ecolab Inc2.86% of assets$201.71M invested
- 5. Moody's Corporation1.06% of assets$74.67M invested
- 6. Starbucks Corp1.22% of assets$85.84M invested
- 7. Intuit Inc3.59% of assets$253.46M invested
- 8. Microsoft Corp4.57% of assets$322.51M invested
- 9. S&P Global Inc3.42% of assets$240.82M invested
- 10. Zoetis Inc Class A3.68% of assets$259.72M 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 Inc0.9% of assets$63.34M invested
- 2. Costco Wholesale Corp1.05% of assets$73.94M invested
- 3. Charles Schwab Corp0.99% of assets$69.94M invested
- 4. Linde PLC2.89% of assets$203.84M invested
- 5. IDEXX Laboratories Inc0.99% of assets$69.78M invested
- 6. VeriSign Inc1.41% of assets$99.71M invested
- 7. Dollar General Corp2.11% of assets$148.54M invested
- 8. Amphenol Corp Class A2.84% of assets$200.01M invested
- 9. Intuitive Surgical Inc0.54% of assets$37.77M invested
- 10. Alphabet Inc Class C4.42% of assets$311.4M invested
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Financial performance
Performance data provided byFind more financial data on CEYIX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
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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
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