Calvert Small Cap Fund - Calvert
Shareclass
Calvert Small Cap Fund Class A (CCVAX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
41
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 572 out of 1,036 funds
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Groups
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Small Cap Fund - Calvert CCVAX
Environment
Social
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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. Lyft Inc0.82% of assets$12.43M invested
- 2. AptarGroup Inc1.72% of assets$26.18M invested
- 3. Essential Properties Realty Trust Inc2.69% of assets$40.82M invested
- 4. IDACORP Inc2.8% of assets$42.58M invested
- 5. Rexford Industrial Realty Inc0.97% of assets$14.7M invested
- 6. Badger Meter Inc1.76% of assets$26.76M invested
- 7. Wyndham Hotels & Resorts Inc2.34% of assets$35.52M invested
- 8. Balchem Corp2.16% of assets$32.84M invested
- 9. California Resources Corp1.07% of assets$16.28M invested
- 10. Old National Bancorp/IN2.39% of assets$36.38M 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. Progyny Inc0.42% of assets$6.32M invested
- 2. Community Financial System Inc3.33% of assets$50.54M invested
- 3. Alkami Technology Inc0.56% of assets$8.44M invested
- 4. White Mountains Insurance Group Ltd1.1% of assets$16.68M invested
- 5. CSW Industrials Inc3.19% of assets$48.48M invested
- 6. ESCO Technologies Inc1.65% of assets$25.02M invested
- 7. Advanced Drainage Systems Inc0.8% of assets$12.14M invested
- 8. Core & Main Inc1.87% of assets$28.42M invested
- 9. A O Smith Corp1.82% of assets$27.66M invested
- 10. Flywire Corp0.46% of assets$7.06M invested
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