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What's Your Impact?

Discover the difference that can be made by investing responsibly with Calvert. Select a fund* from the dropdown menu.


Fund Holdings had 48% lower than an equivalent investment in the Russell 1000 Index

Fund Holdings had 73% lower than an equivalent investment in the Russell 1000 Index

Fund Holdings had 12% lower than an equivalent investment in the Russell 1000 Index

Fund Holdings had 70% lower than an equivalent investment in the Russell 1000 Index

Fund Holdings had 100% lower than an equivalent investment in the Russell 1000 Index

Shareholder Community Impact
Personal Impact

Impact Comparison

The following compares the impact of the holdings in the fund to an equivalent investment in the benchmark across these important environment, social and governance (ESG) factors.

Carbon Emissions
Fund Holdings had 48% lower carbon emissions than the holdings in the Russell 1000 Index.
Toxic Emissions
Fund Holdings had 73% lower toxic emissions than the holdings in the Russell 1000 Index.
Landfill Waste
Fund Holdings had 12% lower landfill waste than the holdings in the Russell 1000 Index.
Water Usage
Fund Holdings had 70% lower water usage than the holdings in the Russell 1000 Index.
Tobacco Exposure
Fund Holdings had 100% lower holdings in companies related to tobacco production.

Impact Comparison Details

Calvert US Large-Cap Core Responsible Index Fund (CISIX)
Russell 1000 Index
Fund Holdings
Carbon Emissions: metric tons**
Russell 1000 Index
Fund Holdings
90.7
47.6
Toxic Emissions: metric tons
Russell 1000 Index
Fund Holdings
3,391,228
901,565
Landfill Waste: metric tons**
Russell 1000 Index
Fund Holdings
1.08
0.95
Water Usage: cubic meters**
Russell 1000 Index
Fund Holdings
7,672
2,327
Tobacco Exposure: percent of companies
Russell 1000 Index
Fund Holdings
0.89
0.00

**Based on $1 million investment

Calvert US Large-Cap Core Responsible Index Fund (CISIX)

Calvert Research and Management is a recognized leader in Responsible Investing, offering investment strategies that seek superior long-term performance and positive social impact. The Calvert Principles provide a framework for the evaluation of ESG factors and guide our active engagement efforts with company managements.

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Historical Returns (%) as of Sep 30, 2018

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund’s current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. The share class has no sales charge.
 

Fund Facts

Expense Ratio (Gross)3 0.35%
Expense Ratio (Net)3,4 0.19%
Class I Inception 06/30/2000
Distribution Frequency Annually

Investing involves risk including the risk of loss. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. No Fund is a complete investment program and you may lose money investing in a Fund. For more information, you should review a Fund prospectus or click here.

1 PERFORMANCE

Our first responsibility is to seek strong portfolio returns.



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2 RESEARCH

We conduct deep, proprietary research focused on material ESG issues.


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3 ENGAGEMENT

As shareholders, we actively engage with companies to help drive performance and social value.

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4 IMPACT

We believe the impact of your investments should be material and measurable.


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For full engagement and impact methodology and disclosure, please visit calvert.com/methodology.

This material is provided solely for informational purposes and is intended only to illustrate certain relevant environmental, social and governance factors. This information does not constitute an offer to sell or the solicitation to buy securities. The information presented has been developed internally and/or obtained from sources believed to be reliable; however, Calvert does not guarantee the accuracy, adequacy or completeness of such information. Past performance is no guarantee of future results.

* Not all Calvert mutual funds are showcased in this tool. Only Calvert mutual funds that have impact metrics are shown. Impact metrics are updated quarterly with data provided by a combination of sources, including MSCI. Visit our mutual funds page for a complete listing of all our funds.