BETHESDA, Md.--(BUSINESS WIRE)--Calvert released the reconstituted membership list for the Calvert Social Index®. The list of holdings is available on Calvert’s Web site at http://www.calvert.com/sri-index.html.
The annual Calvert Social Index reconstitution was effective at the close of business on Friday, September 20, 2013. The reconstitution has produced 708 component companies. The reconstituted Index has an average weighted market capitalization of approximately $95.3 billion, versus $95.5 billion for Calvert Social Index as of September 19, 2013 and $96.5 billion for the Russell 1000 as of September 20, 2013. The four largest sectors in the reconstituted Calvert Social Index are Information Technology followed by Financials, Health Care and Consumer Discretionary.
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Calvert Social Index Sector Comparison as of 9/20/2013: |
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Global IndustryClassification Standard(GICS®) Sectors |
Calvert Social Index | ||||||||
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Reconstitutedas of 9/20/2013 |
As of9/19/2013 |
Russell 1000as of9/20/2013 |
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| (%) | (%) | (%) | |||||||
| Consumer Discretionary | 15.45 | 16.30 | 13.20 | ||||||
| Consumer Staples | 9.11 | 9.49 | 9.26 | ||||||
| Energy | 2.18 | 2.34 | 9.81 | ||||||
| Financials | 18.32 | 17.88 | 17.11 | ||||||
| Health Care | 16.37 | 12.63 | 12.62 | ||||||
| Industrials | 8.16 | 8.50 | 11.09 | ||||||
| Information Technology | 25.62 | 27.58 | 17.76 | ||||||
| Materials | 1.55 | 1.65 | 3.72 | ||||||
| Telecomm Service | 2.25 | 2.54 | 2.29 | ||||||
| Utilities | 0.99 | 1.08 | 3.14 | ||||||
| Calvert Social Index | ||||||
| Top Ten Holdings as of September 20, 2013: | ||||||
| % of | ||||||
| Company Name | Ticker | Index | ||||
| Holdings | ||||||
| Apple Inc. | AAPL | 3.77 | ||||
| Johnson & Johnson | JNJ | 2.25 | ||||
| Google Inc. | GOOG | 2.25 | ||||
| Microsoft Corp | MSFT | 2.20 | ||||
| Procter & Gamble | PG | 1.93 | ||||
| Wells Fargo & Co | WFC | 1.84 | ||||
| JP Morgan Chase & Co | JPM | 1.77 | ||||
| Intl Business Machines Corp | IBM | 1.74 | ||||
| Pfizer Inc. | PFE | 1.70 | ||||
| AT&T Inc. | T |
1.62 |
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What is the Calvert Social Index?
Calvert, a leader in sustainable and responsible investing, has created the Calvert Social Index, a broad-based, rigorously constructed benchmark for measuring the performance of US-based sustainable and responsible companies.
How is the Calvert Social Index constructed?
Calvert starts by taking the 1,000 largest companies in the US, based on total market capitalization, included in the Dow Jones Total Market Index (the “Dow Jones TMI”). The Dow Jones TMI represents the top 95% of U.S. companies based on float-adjusted market capitalization, excluding the very smallest and least-liquid stocks. Calvert's Sustainability Research Department then analyzes each company. A sustainability audit is conducted in the following areas: governance and ethics; environment; workplace; product safety and impact; community relations; international operations and human rights; and indigenous peoples’ rights. The stocks that meet the Index’s sustainable and responsible criteria make up the Calvert Social Index.
Please visit Calvert’s website at http://calvert.com/sri.html for more information on our screening criteria.
Calvert Investment Management, Inc., 4550 Montgomery Avenue, Suite 1000N, Bethesda, MD 20814 (9/13) #13495
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