Calvert Social Index Announces Reconstituted Membership List.BETHESDA Bethesda, city, United States Bethesda, uninc. city (1990 pop. 62,936), Montgomery co., W central Md., an affluent residential and commercial suburb of Washington, D.C. The area was settled in the late 17th cent. , Md. -- Today, Calvert Cal·vert Family of English colonists in America, including George (1580?-1632), First Baron Baltimore; his son Cecilius (1605-1675), Second Baron and recipient of the Maryland charter; another son, Leonard released the reconstituted membership list for the Calvert Social Index The Calvert Social Index is a stock market index created by the Calvert Group as a benchmark of large companies that are considered socially responsible or ethical. It currently consists of 468 companies, weighted by market capitalization, selected from approximately 1,000 of the (TM). The new list of holdings will be available on Monday, September 20 on Calvert's Web site at http://www.calvert.com/sri_calvertindex.asp. The annual Calvert Social Index reconstitution is effective at the close of business on Friday, September 17, 2004. The reconstitution has produced 638 component companies. The new Index will have an average market capitalization Market Capitalization A measure of a public company's size. Market capitalization is the total dollar value of all outstanding shares. It's calculated by multiplying the number of shares times the current market price. This term is often referred to as market cap. of approximately $12.35 billion. The three largest sectors in the new Calvert Social Index are Financial Services The examples and perspective in this article or section may not represent a worldwide view of the subject. Please [ improve this article] or discuss the issue on the talk page. at 28.79%, followed by Technology at 20.65%, and Health Care at 17.38%.
Calvert Social Index Sector Comparison:
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Calvert Social Calvert Social
Index 09/20/2004 09/20/2004 Index
Russell Economic 9/20/2004 Russell S&P 500 9/22/2003
Sectors Reconstitution 1000 Reconstitution
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Financial Services 28.79% 23.43% 22.22% 28.81%
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Technology 20.65 13.40 13.79 23.38
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Health Care 17.38 13.64 13.19 18.52
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Consumer
Discretionary 13.89 13.81 13.66 12.59
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Utilities 5.33 7.38 7.18 4.89
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Producer Durables 4.48 4.17 4.08 4.24
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Consumer Staples 4.10 7.12 7.69 2.71
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Auto &
Transportation 1.99 2.30 2.56 1.92
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Material &
Processing 1.61 3.64 4.15 1.50
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Other 1.10 4.59 4.75 0.98
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Other Energy 0.69 1.92 1.88 0.48
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Integrated Oils 0.00 4.61 4.83 0.00
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Calvert Social Index
Top Ten Holdings as of September 20, 2004:
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Company Name Ticker % of Index Holdings
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Microsoft Corporation MSFT 4.59
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Pfizer Inc PFE 4.08
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Johnson & Johnson JNJ 2.83
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American International Group, Inc. AIG 2.69
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International Business Machines, Inc. IBM 2.35
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Intel Corp. INTC 2.31
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Cisco Sys Inc. CSCO 2.13
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Merck & Co., Inc. MRK 1.65
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Wells Fargo & Co. WFC 1.63
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Bank of America Corporation BAC 1.50
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Calvert Social Index Construction The Calvert Social Index is created by taking the 1,000 largest companies in the U.S., representing stocks listed on the NYSE NYSE See: New York Stock Exchange and NASDAQ-AMEX (not including closed-end mutual funds, ADRs, REITS REITS Real Estate Investors of the Tri-States (Harrison, TN) , and non-common shares), and ranks them in descending descending /des·cend·ing/ (de-send´ing) extending inferiorly. order based on their market capitalization. Calvert's Social Research Department analyzes each company in the base of 1,000 companies. A social audit is conducted in the following areas: environment, workplace issues, product safety, community relations 1. The relationship between military and civilian communities. 2. Those public affairs programs that address issues of interest to the general public, business, academia, veterans, Service organizations, military-related associations, and other non-news media entities. , military weapons contracting, international operations Internal Operations (I.O., IO or I/O) is a fictional American Intelligence Agency in Wildstorm comics. It was originally called International Operations. I.O. first appeared in WildC.A.T.S. volume 1 #1 (August, 1992) and was created by Brandon Choi and Jim Lee. and human rights, and respecting the rights of indigenous peoples The term indigenous peoples has no universal, standard or fixed definition, but can be used about any ethnic group who inhabit the geographic region with which they have the earliest historical connection. . The stocks that meet Calvert's social criteria make up the Calvert Social Index. The Calvert Social Index includes companies that stand out positively in their environmental policies, actively hire and promote minorities and women, provide a safe and healthy workplace, and produce safe and healthy products. Calvert avoids companies involved with tobacco, firearms This is an extensive list of small arms — pistol, machine gun, grenade launcher, anti-tank rifle — that includes variants. : Top - 0–9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A
About Calvert Calvert is one of the largest mutual fund complexes in the Washington D.C. area, with approximately $10 billion in assets under management Assets Under Management (AUM) is a term used by financial services companies in the mutual fund and money management or investment management business to gauge how much money they are managing. among 27 mutual fund portfolios. Best known for its family of socially responsible mutual funds, Calvert has a full line of funds that allows individual and institutional investors Institutional Investor A non-bank person or organization that trades securities in large enough share quantities or dollar amounts that they qualify for preferential treatment and lower commissions. to pursue a broad range of investment objectives within a single fund family. Calvert launched the Calvert Social Index(TM), the broadest-based, most transparent benchmark in the marketplace for measuring the performance of large, U.S.-based socially responsible companies. Calvert also has an extensive lineup A criminal investigation technique in which the police arrange a number of individuals in a row before a witness to a crime and ask the witness to identify which, if any, of the individuals committed the crime. of tax-free and taxable fixed-income investments. For more complete information about any Calvert mutual fund, call 800.368.2748 for a free prospectus or go to our Web site at www.calvert.com. Read it carefully before you invest. Calvert mutual funds are underwritten and distributed by Calvert Distributors, Inc., member NASD NASD See: National Association of Securities Dealers NASD See National Association of Securities Dealers (NASD). , a subsidiary of Calvert Group, Ltd. #4077 rev. (09/04) |
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