Clean200200 companies leading on clean energy.


Calvert Equity Fund

Shareclass
Calvert Equity A (CSIEX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF
$1.09 BILLION
invested in Clean200 stocks
5
Clean200 holdings
15.75%
of assests invested
Clean200 was created by As You Sow and Corporate Knights
As You SowCorporate Knights
Wind energy
Solar energy
The Clean200 is a list of 200 publicly traded companies that are leading the way with solutions for the transition to clean energy. See the full list
Clean200 holdings
Clean200 holdings
5 holdings
5 holdings
  • 1. Danaher Corp
    Healthcare
    4.66% of assets
    $322.68M invested
  • 2. Microsoft Corp
    Technology
    4.24% of assets
    $293.99M invested
  • 3. Ecolab Inc
    Basic materials
    3.26% of assets
    $225.59M invested
  • 4. Xylem Inc
    Industrials
    2.7% of assets
    $186.89M invested
  • 5. Nike Inc Class B
    Consumer cyclical
    0.89% of assets
    $61.73M invested
Methodology
The Clean200 are the largest 200 public companies ranked by green energy revenues. The dataset is developed by multiplying a company’s most recent year-end revenues by its clean revenue estimate, primarily sourced from Corporate Knights Research supplemented by FactSet, Bloomberg BNEF, and FTSE Russell data. In order to be eligible, a company must have USD revenue of at least $1 billion (most recent available fiscal year-end data) and earn more than 10% of total revenues from clean sources, which extends beyond energy efficiency, green energy, and zero emission and hybrid vehicles. We include banks that are financing the low-carbon solutions; real estate companies leading the way on low-carbon buildings; forestry companies protecting carbon sinks; responsible miners of critical materials for the low carbon economy; food and apparel companies with products that are primarily made of raw materials with a significantly lower carbon footprint; and energy-hungry information and communications technology companies that are leading the way on renewable energy. More
This fund has:
More investments in Clean200 than Carbon Underground 200
Financial performance
Performance data provided byMorningstarFind more financial data on CSIEX at Morningstar.com
Current fund
CSIEX
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: 10/31/24
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:
Lower
 10-yr returns 
-0.21% less in annualized returns
Less invested in fossil fuels 
7.15% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
3.18% less invested
Current fund
CSIEX
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: 10/31/24
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:
Lower
 10-yr returns 
-0.21% less in annualized returns
Less invested in fossil fuels 
7.15% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
3.18% less invested
Current fund
CSIEX
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: 10/31/24
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:
Lower
 10-yr returns 
-0.21% less in annualized returns
Less invested in fossil fuels 
7.15% less invested
Lower fossil finance risk score 
14 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
3.18% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
CSIEX - Calvert Equity Fund
25%
3.19%
12%
13%
16% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
19% 
Fund compared to benchmark
 
-12.66%
-5.87%
-3.06%
-0.21%
3.18%  lower
Find more financial data on CSIEX at Morningstar.com
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