CDEI

CDEI seeks positive global change and long-term value creation by tracking a market cap-weighted index comprised of large-cap companies in the US. The index is composed of the 1000 largest US companies based on market capitalization. In selecting constituents, the fund will use the "Calvert Principles" in rating companies under the following ESG metrics: environmental sustainability and resource efficiency, equitable societies and respect for human rights, and accountable governance and transparency. In addition, the fund highlights other criteria, such as leadership in a diverse workforce, equal opportunity, and inclusive work culture. It focuses on companies supporting a gender-balanced workforce, equal opportunity, fair compensation, and diversity while respecting ethnicity and cultural differences. The fund excludes REITs and business development companies. The index reconstitutes annually and rebalances quarterly.