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Compare mutual funds and ETFs on a broad range of traditional and ESG metrics
Impact metrics, with the exception of Engagement, are based significantly on data self-reported by companies. Due to limitations in uniform reporting standards and inconsistent participation by companies, impact data coverage will vary, in some cases significantly.
For the Carbon, Waste, and Water Impact metrics, Shareholder Community Impact is calculated with the assumption of $1 million invested in the fund. $1 million is also used for the EPA calculators which illustrate equivalents in cars, gallons of gas, daily commutes, etc. Personal Impact scales this down to smaller increments ($10,000, $50,000, and $250,000).
All MSCI data, besides Toxic Emissions, is from fiscal year 2016 and applied to holdings information as of Third Quarter 2020. MSCI data for Toxic Emissions is from fiscal year 2017 and applied to holdings information as of Third Quarter 2020.
CARBON EMISSIONS (Source: MSCI, Factset): MSCI data is compiled using a company's most recently reported or estimated Scope 1 + Scope 2 greenhouse gas emissions (if available). Scope 1 emissions are those from sources owned or controlled by the company, typically direct combustion of fuel as in a furnace or vehicle. Scope 2 emissions are those caused by the generation of electricity purchased by the company. Factset data is used to calculate fund weights and overall exposure.
Shareholder Community Impact is calculated with the assumption of $1 million invested in the fund.>
CIVILIAN FIREARMS PRODUCTION (Source: MSCI, Factset): The recent-year percent of revenue, or maximum estimated percent, a company has derived from manufacturing firearms and small arms ammunition for civilian markets.
ENGAGEMENT (Source: Calvert and Institutional Shareholder Services (ISS)): Derived from quarterly NPX filings (SEC-recorded proxy votes), 01/01/2017-12/31/2017. Engagement reflects the percentage of votes that are in favor of a proposed resolution on the subject of "Climate Change" and "Gender Pay Equality" as categorized by ISS. Votes of the following Calvert Funds are represented: US Large-Cap Core Responsible Index Fund, Calvert US Large-Cap Growth Responsible Index Fund, Calvert US Mid-Cap Core Responsible Index Fund, Calvert International Responsible Index Fund and Calvert US Large Cap Value Responsible Index Fund.
FOSSIL FUEL RESERVES (Source: MSCI): Represents the percentage of companies with ownership of fossil fuel reserves regardless of their industries, including companies that own less than 50% of a reserves field. Evidence of owning reserves includes companies providing the exact volume of reserves, and companies making a statement about their ownership of reserves.
LANDFILL WASTE (Source: Trucost): Quantity of waste that is generated by the company and is disposed to landfill. Waste is defined as direct hazardous and non-hazardous landfill and waste quantity.
TOBACCO EXPOSURE (Source: MSCI, Factset): Represents the percentage of companies with tobacco exposure using recent-year percent of revenue, or maximum estimated percent, a company has derived from the manufacture of tobacco products. Factset data is used to calculate fund weights and overall exposure.
TOXIC EMISSIONS (Source: MSCI, Factset): Represents the weighted-average of total combined emissions of nitrogen oxides (NOx), sulfur oxide (SOx) and Volatile Organic Compounds (VOCs) produced by companies. Toxic emissions are the combined results of NOx, SOx and VOCs data. Factset data is used to calculate fund weights and overall exposure.
WATER USAGE (Source: Trucost): The sum of the volume of water used in a manufacturing or treatment process or in the actual product manufactured.
Portfolio and Index Coverage (as of 9/30/2020)
To evaluate the coverage level in both the portfolio and the index, a coverage % is provided, where applicable. Coverage indicates how much of the portfolio or index is represented by that metric. For example, coverage of 83% means that the impact metric represents approximately 83% of the portfolio or index’s holdings.
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