Calvert Global Water Fund
Shareclass
Calvert Global Water A (CFWAX)
Type
Open-end mutual fund
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 432 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
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 Global Water Fund CFWAX
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 - 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
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. L'Oreal SA0.6% of assets$3.15M invested
- 2. Procter & Gamble Co0.55% of assets$2.86M invested
- 3. Iberdrola SA0.58% of assets$3.01M invested
- 4. City Developments Ltd0.55% of assets$2.89M invested
- 5. Severn Trent PLC1.47% of assets$7.65M invested
- 6. Xylem Inc1.78% of assets$9.3M invested
- 7. Hilton Worldwide Holdings Inc0.6% of assets$3.11M invested
- 8. Croda International PLC0.54% of assets$2.83M invested
- 9. Halma PLC0.59% of assets$3.06M invested
- 10. Spirax Group PLC1.49% of assets$7.76M 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. Chemed Corp1.09% of assets$5.68M invested
- 2. Mueller Industries Inc1.04% of assets$5.4M invested
- 3. Nucor Corp0.51% of assets$2.66M invested
- 4. Advanced Drainage Systems Inc0.87% of assets$4.52M invested
- 5. Entegris Inc0.55% of assets$2.85M invested
- 6. Core & Main Inc Class A1.09% of assets$5.69M invested
- 7. Hawkins Inc1.02% of assets$5.3M invested
- 8. American States Water Co1.27% of assets$6.64M invested
- 9. Valmont Industries Inc1.02% of assets$5.3M invested
- 10. A.O. Smith Corp0.93% of assets$4.86M invested
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Financial performance
Performance data provided by
Find more financial data on CFWAX at Morningstar.com

Gender Equality and Returns

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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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