Overview

Description

The Calvert International Responsible Index (Ticker: CALDMI) 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 universe of the 1000 largest companies in international developed markets. The Index is reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Jun 30, 2021

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 CALDMI
Total Return Ticker Symbol CALDMITR

Top 10 Constituents (%)3,4 as of Jun 30, 2021

Taiwan Semiconductor Manufacturing Co Ltd 2.52
Samsung Electronics Co Ltd 1.94
Nestle SA 1.80
ASML Holding NV 1.46
Roche Holding AG 1.44
Novartis AG 1.02
LVMH Moet Hennessy Louis Vuitton SE 1.01
Toyota Motor Corp 0.97
Shopify Inc 0.88
AstraZeneca PLC 0.86
Total 13.90

Performance

Historical Returns (%) as of Jun 30, 2021

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.
 

Calendar Year Returns (%)

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Calvert International Responsible Index 0.67 25.61 -14.18 25.21 15.33
MSCI World ex USA Index2 -12.21 16.41 21.02 -4.32 -3.04 2.75 24.21 -14.09 22.49 7.59

Portfolio

Index Statistics as of Jun 30, 2021

Median Market Cap $14.1B
Average Market Cap $95.4B
Price/Earnings Ratio 17.43
Price/Book Ratio 2.19

GICS Sector Breakdown (%)4 as of Jun 30, 2021

 

Index Constituents (%)5 as of Jul 31, 2021

Holding % of Index
Taiwan Semiconductor Manufacturing Co Ltd 2.44%
Samsung Electronics Co Ltd 1.84%
Nestle SA 1.82%
ASML Holding NV 1.60%
Roche Holding AG 1.47%
Novartis AG 1.03%
LVMH Moet Hennessy Louis Vuitton SE 1.02%
Toyota Motor Corp 0.98%
Linde PLC 0.90%
Shopify Inc 0.90%
View All

Literature

Literature

Invest with Impact

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Holdings - Form N-PORT

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Index Rules and Methodology

Download - Last updated: Jan 27, 2021