Calvert Equity Fund

Shareclass
Calvert Equity I (CEYIX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

A
88.7
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 288 out of 2,539 funds


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 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
28/40
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
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
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 - The strategy's investment process is guided by the Calvert Principles for Responsible Investment. In line with the principles, the strategy seeks to identify companies and other issuers that operate in a manner that is consistent with or promote Equitable societies and respect for human rights, Respect human rights, respect culture and tradition in local communities and economies and respect Indigenous Peoples' Rights, Promote diversity and gender equity across workplaces, marketplaces and communities. Calvert's dedicated Impact & Data team is responsible for managing the firm's relationships with ESG data vendors, testing the quality of data, and creating impact reporting for our strategies. Additionally, this team collaborates with ESG analysts to uncover new data sets from current vendors, as well as new data vendors. This collaboration includes reviewing data methodologies, conducting due diligence calls, and testing partial data sets for quality & applicability to our ESG research process. Calvert's Impact Data and Technology team is also tasked with creating impact reports and measurements for Calvert strategies, analyzing and evaluating ESG data associated with impact, and building out Calvert's technology platform. Calvert seeks disclosure of policies, programs, and performance metrics in three areas: diversity, labor relations, and employee health safety. Evaluations focus on quality of policies and programs, compliance with national laws and regulations, and proactive management initiatives. Calvert invests in companies that demonstrate inclusive diversity policies, fair treatment of all employees, robust diversity programs and training, and disclosure of workforce diversity data.  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. Mastercard Inc Class A
    4.93% of assets
    $353.28M invested
  • 2. PayPal Holdings Inc
    1.17% of assets
    $84.11M invested
  • 3. Accenture PLC Class A
    1.1% of assets
    $78.82M invested
  • 4. Ecolab Inc
    3.12% of assets
    $223.83M invested
  • 5. Moody's Corporation
    1% of assets
    $71.62M invested
  • 6. Starbucks Corp
    1.09% of assets
    $77.89M invested
  • 7. Intuit Inc
    3.21% of assets
    $229.73M invested
  • 8. Microsoft Corp
    4.8% of assets
    $343.96M invested
  • 9. S&P Global Inc
    3.09% of assets
    $221.71M invested
  • 10. Zoetis Inc Class A
    3.55% of assets
    $254.66M 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% of assets
    $71.74M invested
  • 2. Costco Wholesale Corp
    0.89% of assets
    $63.74M invested
  • 3. Linde PLC
    3.07% of assets
    $219.67M invested
  • 4. IDEXX Laboratories Inc
    0.9% of assets
    $64.71M invested
  • 5. Charles Schwab Corp
    0.98% of assets
    $70.1M invested
  • 6. VeriSign Inc
    1.66% of assets
    $118.98M invested
  • 7. Amphenol Corp Class A
    3.1% of assets
    $221.85M invested
  • 8. Dollar General Corp
    2.28% of assets
    $163.2M invested
  • 9. Alphabet Inc Class C
    4.76% of assets
    $341.22M invested
  • 10. TJX Companies Inc
    3.58% of assets
    $256.55M 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: 5/31/24
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 
0.59% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
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 
0.59% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 5/31/24
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 
0.59% more  in annualized returns
Higher overall gender equality score 
1 / 100 points higher
Higher gender balance in leadership and workforce score 
1 / 40 points higher
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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
CEYIX - Calvert Equity Fund
19%
6.38%
14%
13%
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
28%
9.54%
16%
13%
54  / 100 points
Fund compared to benchmark
 
-9.14%
-3.15%
-2.11%
0.59%
1  / 100 points higher
Find more financial data on CEYIX at Morningstar.com
What's next?
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