Calvert Equity Fund
Fund offered by:
Calvert Research and Management
Ticker: CEYIXMember of USSIFsocially responsible
Gender equality score
Gender equality score

48
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
71.7
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 675 out of 2,382 funds


See more funds from this group
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 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
23/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
17/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Member of USSIF
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
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. Accenture PLC Class A
    0.81% of assets
    $51.42M invested
  • 2. S&P Global Inc
    0.82% of assets
    $51.88M invested
  • 3. Mastercard Inc Class A
    3.29% of assets
    $208.34M invested
  • 4. Visa Inc Class A
    4.12% of assets
    $260.58M invested
  • 5. Adobe Inc
    2.35% of assets
    $148.61M invested
  • 6. PepsiCo Inc
    0.97% of assets
    $61.24M invested
  • 7. Ecolab Inc
    3.02% of assets
    $191.36M invested
  • 8. Intuit Inc
    2.59% of assets
    $164.23M invested
  • 9. Microsoft Corp
    4.75% of assets
    $300.6M invested
  • 10. Zoetis Inc Class A
    3.5% of assets
    $221.33M invested
Bottom scoring holdings
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
    1.45% of assets
    $91.64M invested
  • 2. Intuitive Surgical Inc
    0.58% of assets
    $36.66M invested
  • 3. Thermo Fisher Scientific Inc
    4.9% of assets
    $310.27M invested
  • 4. Fiserv Inc
    2.5% of assets
    $158M invested
  • 5. Crown Castle International Corp
    1.2% of assets
    $75.82M invested
  • 6. IHS Markit Ltd
    2.22% of assets
    $140.45M invested
  • 7. Aon PLC
    1.29% of assets
    $81.91M invested
  • 8. Dollar General Corp
    3.31% of assets
    $209.43M invested
  • 9. Charles Schwab Corp
    1.09% of assets
    $69.06M invested
  • 10. Costco Wholesale Corp
    1.02% of assets
    $64.83M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on CEYIX at Morningstar.com
Gender Equality and Returns
Returns chart for Calvert Equity Fund
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.19% more  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.19% more  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.19% more  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Same equal compensation and work life balance score 
0 / 30 points 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
CEYIX - Calvert Equity Fund
38%
26%
23%
17%
48  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
49  / 100 points
Fund compared to benchmark
 
-4.45%
5.03%
4.36%
1.19%
1  / 100 points lower
Find more financial data on CEYIX at Morningstar.com
What's next?
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