Overview

Description

The Calvert Emerging Markets Responsible Index (CALGEM) is composed of equity securities of companies that are located in or tied economically to countries that Calvert has classified as emerging market countries and that meet The Calvert Principles for Responsible Investment. The Index is reconstituted annually and rebalanced quarterly.
 

Historical Returns (%) as of Jun 30, 2024

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.
 

Index Facts

Price Ticker Symbol CALGEM
Total Return Ticker Symbol CALGEMTR

Top 10 Constituents (%)2,3 as of Jun 30, 2024

Taiwan Semiconductor Manufacturing Co Ltd 9.49
Samsung Electronics Co Ltd 4.46
Tencent Holdings Ltd 4.10
Alibaba Group Holding Ltd 2.02
HDFC Bank Ltd 1.59
SK Hynix Inc 1.42
PINDUODUO INC-ADR 1.35
ICICI Bank Ltd 1.15
Meituan 1.15
MediaTek Inc 1.01
Total 27.74

Performance

Historical Returns (%) as of Jun 30, 2024

Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.

No performance information is currently available.


Portfolio

Index Statistics as of Jun 30, 2024

Median Market Cap $6.0B
Average Market Cap $139.2B
Price/Earnings Ratio 13.60
Price/Book Ratio 1.61
Number of Holdings 602

Sector Breakdown (%) as of Jun 30, 2024

Information Technology 27.29
Financials 24.74
Consumer Discretionary 14.61
Comm. Services 10.17
Industrials 7.26
Consumer Staples 5.57
Materials 3.55
Health Care 2.67
Real Estate 2.20
Utilities 1.94
 

GICS Sector Breakdown (%)3 as of Jun 30, 2024


Literature

Literature

Index Rules and Methodology

Download Index Rules and Methodology - Last updated: May 17, 2024