Calvert  News & Commentary

Calvert Social Index Announces New Membership List


Contact: Melinda Lovins

Calvert released the reconstituted membership list for the Calvert Social Index®. The list of holdings is available on

The annual Calvert Social Index reconstitution was effective at the close of business on Friday, September 20, 2013. The reconstitution has produced 708 component companies. The reconstituted Index has an average weighted market capitalization of approximately $95.3 billion, versus $95.5 billion for Calvert Social Index as of September 19, 2013 and $96.5 billion for the Russell 1000 as of September 20, 2013. The four largest sectors in the reconstituted Calvert Social Index are Information Technology followed by Financials, Health Care and Consumer Discretionary.

Calvert Social Index Sector Comparison as of 9/20/2013:

Global Industry Classification Standard (GICS®) Sectors Calvert Social Index
Reconstituted as of 9/20/2013
As of 9/19/2013 (%) Russell 1000 as of 9/20/2013
Consumer Discretionary 15.45 16.30 13.20
Consumer Staples

9.11 9.49 9.26
Energy 2.18 2.34 9.81
Financials 18.32 17.88 17.11
Health Care 16.37 12.63 12.62
Industrials 8.16 8.50 11.09
Information Technology 25.62 27.58 17.76
Materials 1.55 1.65 3.72
Telecomm Service 2.25 2.54 2.29
Utilities 0.99 1.08 3.14

Calvert Social Index

Top Ten Holdings as of September 20, 2012:

Company Name Ticker % of Index Holdings
Apple Inc. AAPL 3.77
Johnson & Johnson JNJ 2.25
Microsoft Corp MSFT 2.25
Google Inc GOOG 2.20
Procter & Gamble PG 1.93
Wells Fargo & Co WFC 1.84
JP Morgan Chase & Co JPM 1.77
Intl Business Machines Corp IBM 1.74
Pfizer Inc PFE 1.70
AT&T Inc T 1.62

What is the Calvert Social Index?

Calvert, a leader in sustainable and responsible investing, has created the Calvert Social Index, a broad-based, rigorously constructed benchmark for measuring the performance of US-based sustainable and responsible companies.

How is the Calvert Social Index constructed?

Calvert starts by taking the 1,000 largest companies in the US, based on total market capitalization, included in the Dow Jones Total Market Index (the “Dow Jones TMI”). The Dow Jones TMI represents the top 95% of U.S. companies based on float-adjusted market capitalization, excluding the very smallest and least-liquid stocks. Calvert's Sustainability Research Department then analyzes each company. A sustainability audit is conducted in the following areas: governance and ethics; environment; workplace; product safety and impact; community relations; international operations and human rights; and indigenous peoples’ rights. The stocks that meet the Index’s sustainable and responsible criteria make up the Calvert Social Index.

Please visit Calvert’s website at for more information on our screening criteria.

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Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

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