The Calvert Group of Bethesda, Md., has added to its website a list of the top 10 holdings in its own eight funds as well as in 9,000 domestic and international equity mutual funds. The socially-responsible fund company is updating the holdings data on its own funds each month and the holdings data on the 9,000 other funds each quarter. Wiesenberger of Rockville, Md., is supplying Calvert with the data on the 9,000 funds. Wiesenberger is a division of Thomson Financial, as is Securities Data Publishing, the publisher of MFMN.
Calvert commissioned a research study earlier this year to find out if investors are knowledgeable about the holdings in their funds. Only 37 percent of the respondents could name even a single stock in their portfolio. This prompted Calvert to educate investors, since many may inadvertently hold stocks that conflict with their personal beliefs and values, said Calvert in a statement.
"It's important for investors to know what kinds of companies they are supporting in their mutual funds," said Barbara Krumsiek, president and chief executive officer of Calvert.