Overview

Description

Calvert Global Developed Markets Diversity Research Index (CALDDI) is composed of companies that operate their businesses in a manner that is consistent with The Calvert Principles for Responsible Investment and are selected from the combination of (i) the common stocks of the 1,000 largest publicly traded U.S. companies by market capitalization, and (ii) the common stocks of 1,000 large publicly traded companies in developed markets, excluding the U.S. As described in the Index Methodology and as determined by Calvert, Index components must meet certain criteria relating to leadership in having a diverse workforce and an equal and inclusive work culture, or demonstrate significant improvement in diversity practices. The Index is reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Sep 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 CALDDI
Total Return Ticker Symbol CALDDITR

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

Apple Inc 8.29
Microsoft Corp 7.38
NVIDIA Corp 6.70
Alphabet Inc - CL A 4.31
Broadcom Inc 1.84
Eli Lilly & Co 1.77
JPMorgan Chase & Co 1.40
UnitedHealth Group Inc 1.26
Visa Inc 1.07
Mastercard Inc 0.95
Total 34.98

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.


Performance

Historical Returns (%) as of Sep 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.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.


Portfolio

Index Statistics as of Sep 30, 2024

Median Market Cap $18.8B
Average Market Cap $957.9B
Price/Earnings Ratio 21.23
Price/Book Ratio 3.95
Number of Holdings 784

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

 

Index Constituents (%)3,4 as of Sep 30, 2024

Holding % of Index
Apple Inc 8.29%
Microsoft Corp 7.38%
NVIDIA Corp 6.70%
Alphabet Inc - CL A 4.31%
Broadcom Inc 1.84%
Eli Lilly & Co 1.77%
JPMorgan Chase & Co 1.40%
UnitedHealth Group Inc 1.26%
Visa Inc 1.07%
Mastercard Inc 0.95%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.


Literature

Literature

Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Sep 12, 2024