Sept. 18, 2009 15:53 UTC
Calvert Social Index Announces New Membership List
BETHESDA, Md.–(BUSINESS WIRE)– Today, Calvert released the reconstituted membership list for the Calvert Social Index(r). The new list of holdings will be available on Monday, September 21st on Calvert’s Web site.
The annual Calvert Social Index reconstitution is effective at the close of business on Friday, September 18th, 2009. The reconstitution has produced
662 component companies. The new Index will have an average weighted market capitalization of approximately $64.5 billion, versus $66.0 billion for the
current Calvert Social Index and $68.1 billion for the Russell 1000. As of September 16th, 2009, the four largest sectors in the new Calvert Social Index are Information Technology followed by Financials, Health Care, and Consumer Discretionary.
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 U.S.-based sustainable and responsible companies.
How is the Calvert Social Index constructed?
Calvert starts by taking the 1,000 largest companies in the U.S., 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 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.
About Calvert
Calvert is an investment management company that offers a broad array of mutual funds and separate accounts to institutional investors, retirement
plans, and financial intermediaries and their clients. The firm manages over 50 equity, bond, cash, and asset allocation strategies, many of which
integrate sustainability and corporate responsibility research as part of their investment mandate. Founded in 1976 and based in Bethesda, Maryland,
Calvert manages assets of more than $13.5 billion as of September 15, 2009. More information is available at www.Calvert.com.
For more information on any Calvert fund, please contact Calvert at 800.368.2748 for a free prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money. Calvert mutual funds are underwritten and distributed by Calvert Distributors, Inc., member FINRA, a subsidiary of Calvert Group, Ltd. (9/09, 9358)


