Overview

Description

The Calvert Global Developed Markets Responsible Index (CALGDM) 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 common stocks of 2,000 publicly traded companies that are located in or tied economically to countries that Calvert has classified as developed markets. The Index is reviewed at least 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 CALGDM
Total Return Ticker Symbol CALGDMTR

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

Microsoft Corp 4.74
Apple Inc 4.67
NVIDIA Corp 4.24
Alphabet Inc - CL A 2.99
Amazon.com Inc 2.66
Eli Lilly & Co 1.24
Taiwan Semiconductor Manufacturing Co Ltd 1.17
Broadcom Inc 1.16
JPMorgan Chase & Co 0.96
Tesla Inc 0.93
Total 24.75

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


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.

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


Portfolio

Index Statistics as of Jun 30, 2024

Median Market Cap $13.0B
Average Market Cap $687.6B
Price/Earnings Ratio 20.09
Price/Book Ratio 3.35
Number of Holdings 1598

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

 

Index Constituents (%)3,4 as of May 31, 2024

Holding % of Index
Microsoft Corp 4.62%
Apple Inc 4.52%
NVIDIA Corp 4.07%
Alphabet Inc - CL A 3.02%
Amazon.com Inc 2.53%
Eli Lilly & Co 1.18%
Broadcom Inc 1.02%
Taiwan Semiconductor Manufacturing Co Ltd 1.02%
JPMorgan Chase & Co 1.01%
Tesla Inc 0.85%
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: May 17, 2024