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, 2020

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 Mar 31, 2020

Nestle SA 2.38
Roche Holding AG 1.86
Taiwan Semiconductor Manufacturing Co Ltd 1.66
Samsung Electronics Co Ltd 1.61
Novartis AG 1.39
Toyota Motor Corp 1.28
Unilever PLC 1.09
AstraZeneca PLC 0.99
SAP SE 0.97
ASML Holding NV 0.91
Total 14.14

Performance

Historical Returns (%) as of Jun 30, 2020

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 (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Calvert International Responsible Index 0.67 25.61 -14.18 25.21
MSCI World ex USA Index2 8.95 -12.21 16.41 21.02 -4.32 -3.04 2.75 24.21 -14.09 22.49

Portfolio

Index Statistics as of Mar 31, 2020

Median Market Cap $9.1B
Average Market Cap $59.2B
Price/Earnings Ratio 13.82
Price/Book Ratio 1.48

GICS Sector Breakdown (%)4 as of Mar 31, 2020

 

Index Constituents (%)5 as of Jul 31, 2020

Holding % of Index
Nestle SA 2.26%
Taiwan Semiconductor Manufacturing Co Ltd 2.19%
Roche Holding AG 1.69%
Samsung Electronics Co Ltd 1.65%
Novartis AG 1.28%
SAP SE 1.11%
Unilever PLC 1.10%
Toyota Motor Corp 1.03%
AstraZeneca PLC 1.00%
ASML Holding NV 0.99%
View All

Literature

Literature

Invest with Impact

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Holdings-1st or 3rd fiscal quarters-www.sec.gov (beginning 9/30/2019)

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Index Rules and Methodology

Download - Last updated: Jun 17, 2020