Calvert Equity Fund
Fund offered by:
Calvert Research and Management
Ticker: CEYIXMember of USSIFsocially responsible
Engagement grade: This fund family frequently engages the companies it invests in to push for better behavior. Learn more about engagement and socially responsible investing.
Known Sustainability Engager
15.33%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
9
holdings flagged
15%
of assets flagged
Member of the Forum for Sustainable and Responsible Investment
This asset manager is a member of the Forum for Sustainable and Responsible Investment, a group advancing sustainable, responsible, and impact investing.
Member of The Forum for Sustainable and ResponsibleInvestment icon
This fund contains
 $970.12 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
0 holdings
0% of assets
$0 invested
banks
Banks and lenders
0 holdings
0% of assets
$0 invested
consumers
Major consumer brands
9 holdings
15% of assets
$970.12 MILLION invested
No holdings icon
Commodity producers
0 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
No holdings icon
Banks and lenders
0 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
Major consumer brands
Major consumer brands
9 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
9 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Dollar General Corp
    Palm oil major consumer brand
    3.31%3.31% of portfolio
    $209.43M$209.43M invested
    Palm oil major consumer brand
  • 2. TJX Companies Inc
    Cattle major consumer brandTimber major consumer brandPaper/pulp major consumer brand
    3.02%3.02% of portfolio
    $191.4M$191.4M invested
    Cattle major consumer brandTimber major consumer brandPaper/pulp major consumer brand
  • 3. The Estee Lauder Companies Inc Class A
    Paper/pulp major consumer brandPalm oil major consumer brand
    1.93%1.93% of portfolio
    $122.41M$122.41M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 4. Starbucks Corp
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.55%1.55% of portfolio
    $97.96M$97.96M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Nike Inc Class B
    Cattle major consumer brandPaper/pulp major consumer brand
    1.49%1.49% of portfolio
    $93.99M$93.99M invested
    Cattle major consumer brandPaper/pulp major consumer brand
View next 4
View more info
DATA AS OF 8/31/21
Financial performance
Performance data provided byMorningstarFind more financial data on CEYIX at Morningstar.com
Current fund
CEYIX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.19% more in annualized returns
Less invested in commodity producers 
0.26% less invested
Less invested in banks and lenders 
2.94% less invested
More invested in major consumer brands 
1.92% more invested
Current fund
CEYIX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.19% more in annualized returns
Less invested in commodity producers 
0.26% less invested
Less invested in banks and lenders 
2.94% less invested
More invested in major consumer brands 
1.92% more invested
Current fund
CEYIX
Calvert Equity Fund
Family
Calvert Research and Management
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
1.19% more in annualized returns
Less invested in commodity producers 
0.26% less invested
Less invested in banks and lenders 
2.94% less invested
More invested in major consumer brands 
1.92% more invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
CEYIX - Calvert Equity Fund
38%
26%
23%
17%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
0.26% 
Fund compared to benchmark
 
-4.45%
5.03%
4.36%
1.19%
0.26%  lower
Find more financial data on CEYIX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: