Discover the difference that investing responsibly with Calvert can make. We actively engage with companies to help drive performance and social value. Investments that make a difference™Select a fund* from the dropdown menu.
Fund Holdings had 37% lower than an equivalent investment in the Russell 1000 Index
How we calculate a fund's Carbon Emissions Impact
Fund Holdings had 14% higher than an equivalent investment in the Russell 1000 Index
How we calculate a fund's Landfill Waste Impact
Fund Holdings had 100% lower than an equivalent investment in the Russell 1000 Index
How we calculate a fund's Tobacco Exposure Impact
Fund Holdings had 49% lower than an equivalent investment in the Russell 1000 Index
How we calculate a fund's Toxic Emissions Impact
Fund Holdings had 44% lower than an equivalent investment in the Russell 1000 Index
How we calculate a fund's Water Usage Impact
The following compares the impact of the holdings through 6/30/2024 in this Calvert fund to the benchmark across these important environment, social and governance (ESG) factors. For methodology information, please click the link at the bottom of the page.
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.
Learn more about the fund's I Share.
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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.
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.
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