Mutual fund
Calvert Equity Fund
TickerCEYIXMember of USSIFsocially responsible
Fund manager
Calvert Research and Management
Gender equality score
Gender equality score

53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
79.3
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 511 out of 2,466 funds


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Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
7/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
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.  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. 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
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 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: 4/30/23
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 
1.74% 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
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 
1.74% 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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/23
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 
1.74% 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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
CEYIX - Calvert Equity Fund
4.01%
13%
15%
14%
53  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
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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