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Home | Socially Responsible Investing| Calvert Social Index| Index Changes
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Index Changes

Two types of changes to the Calvert Social Index can be anticipated: additions and deletions. Companies can be reviewed for inclusion in or removal from the Index as a result of market or corporate responsibility actions. Changes due to market actions are reflected in the Index as they occur. The Calvert Social Index Committee meets annually to review and approve recommendations for addition to and deletion from the Calvert Social Index for reasons of corporate responsibility. The Changes as a result of Market or Committee Actions are detailed below.

June, 2008

Action Date Company Ticker Reason
Deletion 6/4/2008 Commerce Group Inc. CGI due to acquisition by Mapfre S.A.
Deletion 6/6/2008 Trane Inc. TT due to acquisition by Ingersoll-Rand Co. Ltd.
Share/Float Adj 6/6/2008 JetBlue Airways Corp. JBLU due to a private placement 
Name Change 6/23/2008 tw telecom inc. Cl A TWTC name change from Time Warner Telecom Inc
Addition 6/23/2008 Acuity Brands Inc. AYI meets Calvert's standards for animal welfare and environment
Addition 6/23/2008 Owens-Illinois Inc. OI meets Calvert's standards for environment
Deletion 6/23/2008 M.D.C. Holdings Inc. MDC no longer meets Calvert's standards for environment
Deletion 6/23/2008 NVR Inc. NVR no longer meets Calvert's standards for environment

May, 2008

Action Date Company Ticker Reason
Deletion 5/14/2008 Millenium Pharmaceuticals, Inc. MLNM due to acquisiton by Takeda Pharmaceutical Co., Inc.

April, 2008

Action Date Company Ticker Reason
Ticker Change 4/15/2008 W.R. Berkeley Corp. WRB from BER
Deletion 4/22/2008 Grant Prideco, Inc. GRP due to acquisition by National Oilwell Varco Inc 
Deletion 4/30/2008 BEA Systems Inc. BEAS due to acquisition by Oracle Corp.

March, 2008

Action Date Company Ticker Reason
Deletion 3/17/2008 Respironics Inc. RESP due to acquisition by Royal Philips Electronics 
Addition 3/24/2008 Ann Taylor Stores Corp. ANN meets Calvert's standards for human rights
Addition 3/24/2008 Clorox Co. CLX meets Calvert's standards for environment
Addition 3/24/2008 Campbell Soup Co. CPB meets Calvert's standards for environment
Addition 3/24/2008 Corning Inc. GLW meets Calvert's standards for product
Addition 3/24/2008 International Flavors & Fragrances Inc. IFF meets Calvert's standards for animal welfare and product safety 
Addition 3/24/2008 Mohawk Industries Inc. MHK meets Calvert's standards for workplace safety and environment
Addition 3/24/2008 MeadWestvaco Corp. MWV meets Calvert's standards for environment
Addition 3/24/2008 Tiffany & Co. TIF meets Calvert's standards for environment and human rights
Addition 3/24/2008 USG Corp. USG meets Calvert's standards for product safety and impact
Name Change 3/26/2008 NetApp Inc. NTAP from Network Appliance Inc.

February, 2008

Action Date Company Ticker Reason
Addition 2/11/2008 A. H. Belo Corp. Series A AHC due to spinoff by Belo Corp
Deletion 2/27/2008 Sierra Health Services Inc. SIE due to acquisition by UnitedHealth Group Inc 
Name Change 2/28/2008 NASDAQ OMX Group Inc. NDAQ from Nasdaq Stock Market Inc

January, 2008

Action Date Company Ticker Reason
Deletion  1/23/2008 Genlyte Group Inc. GLYT due to acquisition by Royal Philips Electronics NV
Deletion 1/25/2008 MGI Pharm Inc. MOGN due to acquisition by Eisai Co. Ltd

December, 2007

Action Date Company Ticker Reason
Deletion  12/5/2007 CheckFree Corp. CKFR due to acquisition by Fiserv Inc
Ticker Change 12/11/2007 Sun Microsystems Inc. JAVA from JAVAD
Deletion  12/14/2007 Dow Jones & Co. Inc. DJ due to acquisition by News Corp
Deletion  12/20/2007 International Securities Exchange Holdings In ISE due to acquisition by Deutsche Boerse AG
Addition 12/24/2007 Alexander & Baldwin Inc. ALEX Meets CSI criteria for Environment 
Addition 12/24/2007 American Eagle Outfitters Inc. AEO Meets CSI criteria for Human Rights
Addition 12/24/2007 Consolidated Edison Inc. ED Meets CSI criteria for Environment
Addition 12/24/2007 Genworth Financial Inc. Cl A GNW Meets CSI criteria for Governance and Ethics
Addition 12/24/2007 ITT Educational Services Inc. ESI Meets CSI criteria for Governance and Ethics
Addition 12/24/2007 Janus Capital Group Inc. JNS Meets CSI criteria for Governance and Ethics
Addition 12/24/2007 Liz Claiborne Inc. LIZ Meets CSI criteria for Indigenous Peoples' Rights
Addition 12/24/2007 OfficeMax Inc. OMX Meets CSI criteria for Governance and Ethics
Addition 12/24/2007 Polaris Industries Inc. PII Meets CSI criteria for Environment 
Addition 12/24/2007 Wendy's International Inc. WEN Meets CSI criteria for Environment, Animal Welfare, and Workplace
Addition 12/24/2007 YRC Worldwide Inc. YRCW Meets CSI criteria for Environmental and Workplace
Deletion  12/24/2007 Darden Restaurants Inc. DRI No longer meets CSI criteria for animal welfare
Deletion  12/28/2007 Andrew Corp. ANDW due to acquisition by CommScope Inc.

November, 2007

Action Date Company Ticker Reason
Addition 11/2/2007 Metavante Technologies Inc. MV due to spin-off from Marshall & Ilsley Corp
Deletion  11/6/2007 Dade Behring Holdings Inc. DADE due to acquisition by Belfast Merger Co
Deletion  11/6/2007 Kyphon Inc. KYPH due to acquisition by Medtronic Inc
Deletion  11/9/2007 Ceridian Corp. CEN due to acquisition by Thomas H. Lee Partners
Deletion  11/14/2007 Nuveen Investments Inc. Cl A JNC due to acquisition by Madison Dearborn Partners 
Deletion  11/19/2007 Alltel Corp. AT due to acqusition by TPG Capital & GS Capital Partners
Deletion  11/23/2007 Tektronix Inc. TEK due to acquisition by Danaher Corp
Name Change 11/28/2007 Trane Inc. TT from American Standard Cos. Inc.

October, 2007

Action Date Company Ticker Reason
Addition 10/1/2007 Teradata Corporation TDC due to spinoff by NCR Corp
Deletion 10/1/2007 A.G. Edwards Inc. AGE due to spinoff by NCR Corp
Deletion 10/2/2007 Solectron Corp. SLR due to acquisition by Flextronics Intal Ltd.
Name Change 10/16/2007 InterDigital Inc. IDCC from InterDigital Communications Corp.
Deletion  10/16/2007 CDW Corp. CDWC due to acquisition by a private equity group
Deletion 10/23/2007 Cytyc Corp. CYTC due to acquisition by Hologic Inc.
Deletion 10/26/2007 Avaya Inc. AV due to acquisition by a private equity firm

 

September, 2007
Note: On September 21, 2007, the Calvert Social Index was reconstituted. Read more.

Additions

Action Date Company Ticker Reason
Add 9/21/07 Alleghany Corp Y Meets CSI Inclusion Requirements
Add 9/21/07 ANSYS Inc ANSS Meets CSI Inclusion Requirements
Add 9/21/07 Aspen Insurance Holdings Inc AHL Meets CSI Inclusion Requirements
Add 9/21/07 Baldor Electric Co BEZ Meets CSI Inclusion Requirements
Add 9/21/07 Belden CDT Inc BDC Meets CSI Inclusion Requirements
Add 9/21/07 Brookdale Senior Living Inc BKD Meets CSI Inclusion Requirements
Add 9/21/07 Bucyrus International Inc-A BUCY Meets CSI Inclusion Requirements
Add 9/21/07 Core Laboratories NV CLB Meets CSI Inclusion Requirements
Add 9/21/07 Covanta Holding Corp CVA Meets CSI Inclusion Requirements
Add 9/21/07 CROCS Inc CROX Meets CSI Inclusion Requirements
Add 9/21/07 DELUXE Corp DLX Meets CSI Inclusion Requirements
Add 9/21/07 Domtar Corp UFS Meets CSI Inclusion Requirements
Add 9/21/07 Emcor Group Inc EME Meets CSI Inclusion Requirements
Add 9/21/07 EQUINIX EQIX Meets CSI Inclusion Requirements
Add 9/21/07 Fidelity National Financial Inc  FNF Meets CSI Inclusion Requirements
Add 9/21/07 Foundry Networks Inc FDRY Meets CSI Inclusion Requirements
Add 9/21/07 General Cable Corp BGC Meets CSI Inclusion Requirements
Add 9/21/07 Global Industries Ltd GLBL Meets CSI Inclusion Requirements
Add 9/21/07 Hertz Global Holdings HTZ Meets CSI Inclusion Requirements
Add 9/21/07 Hewitt Associates Inc - CL A HEW Meets CSI Inclusion Requirements
Add 9/21/07 Idearc Inc IAR Meets CSI Inclusion Requirements
Add 9/21/07 Illumina ILMN Meets CSI Inclusion Requirements
Add 9/21/07 Immucor Inc BLUD Meets CSI Inclusion Requirements
Add 9/21/07 Intercontinentalexchange Inc ICE Meets CSI Inclusion Requirements
Add 9/21/07 International Securities Exchange Inc ISE  Meets CSI Inclusion Requirements
Add 9/21/07 Inverness Medical Innovation IMA Meets CSI Inclusion Requirements
Add 9/21/07 IPC Holdings Ltd IPCR Meets CSI Inclusion Requirements
Add 9/21/07 Itron Inc ITRI Meets CSI Inclusion Requirements
Add 9/21/07 J Crew Group Inc JCG Meets CSI Inclusion Requirements
Add 9/21/07 KYPHON INC KYPH Meets CSI Inclusion Requirements
Add 9/21/07 Lazard Ltd LAZ Meets CSI Inclusion Requirements
Add 9/21/07 Mariner Energy Inc ME Meets CSI Inclusion Requirements
Add 9/21/07 Mastercard Inc MA Meets CSI Inclusion Requirements
Add 9/21/07 Medarex Inc MEDX Meets CSI Inclusion Requirements
Add 9/21/07 Nalco Holding Co NLC Meets CSI Inclusion Requirements
Add 9/21/07 Neustar Inc-Class A NSR Meets CSI Inclusion Requirements
Add 9/21/07 Nuance Communications INc NUAN Meets CSI Inclusion Requirements
Add 9/21/07 ON Semiconductor Corp ONNN Meets CSI Inclusion Requirements
Add 9/21/07 Owens Corning OC Meets CSI Inclusion Requirements
Add 9/21/07 PepsiCo Inc PEP SIRC Committee Decisions
Add 9/21/07 Priceline.com Inc PCLN Meets CSI Inclusion Requirements
Add 9/21/07 Psychiatric Solutions Inc PSYS Meets CSI Inclusion Requirements
Add 9/21/07 Quanta Services Inc PWR Meets CSI Inclusion Requirements
Add 9/21/07 Sonus Networks Inc SONS Meets CSI Inclusion Requirements
Add 9/21/07 Sotheby's BID Meets CSI Inclusion Requirements
Add 9/21/07 Spectra Energy Corp SE Meets CSI Inclusion Requirements
Add 9/21/07 Spirit Aerosystems Hold-CL A SPR Meets CSI Inclusion Requirements
Add 9/21/07 Teekay Shipping Corp TK Meets CSI Inclusion Requirements
Add 9/21/07 TEMPUR-PEDIC INT'L TPX Meets CSI Inclusion Requirements
Add 9/21/07 Tessera Technologies TSRA Meets CSI Inclusion Requirements
Add 9/21/07 Thermo Fisher Scientific Corp TMO SIRC Committee Decisions
Add 9/21/07 TIME WARNER TELECOM IN TWTC Meets CSI Inclusion Requirements
Add 9/21/07 Transatlantic Holdings Inc TRH Meets CSI Inclusion Requirements
Add 9/21/07 TRW Automotive Holdings Corp TRW Meets CSI Inclusion Requirements
Add 9/21/07 Vail Resorts Inc MTN Meets CSI Inclusion Requirements
Add 9/21/07 VALUECLICK INC VCLK Meets CSI Inclusion Requirements
Add 9/21/07 Verifone Holding Inc PAY Meets CSI Inclusion Requirements
Add 9/21/07 Watson Wyatt WW Meets CSI Inclusion Requirements
Add 9/21/07 W-H Energy Services WHQ Meets CSI Inclusion Requirements

Deletions

Action Date Company Ticker Reason
Delete 9/21/07 American Greetings Corp. Cl A AM 80% Market Capitalization Rule
Delete 9/21/07 Alkermes Inc. ALKS 80% Market Capitalization Rule
Delete 9/21/07 AMERIGROUP Corp. AGP 80% Market Capitalization Rule
Delete 9/21/07 Avid Technology Inc. AVID 80% Market Capitalization Rule
Delete 9/21/07 Borders Group Inc. BGP 80% Market Capitalization Rule
Delete 9/21/07 BlackRock Inc. BLK 75% of ownership by other entity
Delete 9/21/07 Chittenden Corp. CHZ 80% Market Capitalization Rule
Delete 9/7/07 Compass Bancshares Inc. CBSS Due to acquisition by Banco Bilbao Vizcaya Argentaria S.A.
Delete 9/21/07 Corinthian Colleges Inc. COCO 80% Market Capitalization Rule
Delete 9/21/07 Cymer Inc. CYMI 80% Market Capitalization Rule
Delete 9/21/07 Downey Financial Corp. DSL 80% Market Capitalization Rule
Delete 9/25/07 First Data Corp. FDC Due to acquisition by a private equity company
Delete 9/21/07 Greater Bay Bancorp GBBK 80% Market Capitalization Rule
Delete 9/21/07 Guitar Center Inc. GTRC 80% Market Capitalization Rule
Delete 9/21/07 Harte-Hanks Inc. HHS 80% Market Capitalization Rule
Delete 9/21/07 Imation Corp. IMN 80% Market Capitalization Rule
Delete 9/21/07 Nektar Therapeutics NKTR 80% Market Capitalization Rule
Delete 9/21/07 Mercury General Corp. MCY 80% Market Capitalization Rule
Delete 9/21/07 First Niagara Financial Group Inc. FNFG 80% Market Capitalization Rule
Delete 9/21/07 Netflix Inc. NFLX 80% Market Capitalization Rule
Delete 9/21/07 Old National Bancorp ONB 80% Market Capitalization Rule
Delete 9/21/07 Panera Bread Co. Cl A PNRA 80% Market Capitalization Rule
Delete 9/21/07 Ruby Tuesday Inc. RT 80% Market Capitalization Rule
Delete 9/21/07 Pacific Capital Bancorp PCBC 80% Market Capitalization Rule
Delete 9/21/07 Standard Pacific Corp. SPF 80% Market Capitalization Rule
Delete 9/21/07 Timberland Co. TBL 80% Market Capitalization Rule
Delete 9/21/07 Trustmark Corp. TRMK 80% Market Capitalization Rule
Delete 9/21/07 United Bankshares Inc. UBSI 80% Market Capitalization Rule
Delete 9/21/07 Valassis Communications Inc. VCI 80% Market Capitalization Rule
Delete 9/21/07 Westamerica Bancorp WABC 80% Market Capitalization Rule
Delete 9/21/07 Worthington Industries Inc. WOR 80% Market Capitalization Rule

August, 2007

Action Date Company Ticker Reason
Addition 8/1/2007 WABCO Holdings Inc  WBC Due to spinoff
Deletion  8/2/2007 Bisys Group Inc. BSG Due to an acquisition by Citigroup Inc.
Change 8/7/2007 InterDigital Communications Corp. IDCC Name change from InterDigital Inc.
Deletion  8/15/2007 Laureate Education Inc. LAUR Due to acquisition by an investor group
Change 8/21/2007 Exterran Holdings Inc. EXH Drom Universal Compression Holdings Inc.
Change 8/27/2007 Sun Microsystems Inc. JAVA Drom SUNW to JAVA
Deletion  8/27/2007 KeySpan Corp. KSE Due to acquisition by National Grid PLC
Deletion  8/27/2007 Ohio Casualty Corp. OCAS Due to acquisition by Liberty Mutual 

July, 2007

Action Date Company Ticker Reason
Change 7/2/2007 Bank of New York Mellon Corp. BK From Bank of New York Co.
Deletion  7/2/2007 Mellon Financial Corp. MEL Due to acquisition by Bank of New York
Deletion  7/2/2007 Sky Financial Group Inc. SKYF Due to acquisition by Huntington Bancshares
Deletion  7/3/2007 Investors Financial Services Corp. IFIN Due to acquisition by State Street Corp
Change 7/9/2007 InterDigital Inc. IDCCD From InterDigital Communications Corp
Deletion  7/9/2007 Dollar General Corp. DG Due to acquisition by Kohlberg Kravis Roberts & Co
Deletion  7/12/2007 TODCO THE Due to acquisition by Hercules Offshore Inc
Change 7/13/2007 CME Group Inc. Cl A CME From Chicago Mercantile Exchange Holdings Inc
Deletion  7/16/2007 Biomet Inc. BMET Due to acquisition by a private equity consortium

June, 2007

Action Date Company Ticker Reason
Deletion 6/1/2007 Duquesne Light Holdings Inc. DQE Due to acquisition by consortium
Deletion 6/5/2007 MedImmune Inc MEDI Due to acquisition by Astrazeneca PLC
Deletion 6/11/2007 OMI Corp. OMM Due to acquisition by Teekay Shipping Corp
Deletion 6/14/2007 OSI Restaurant Partners Inc. OSI Due to acquisition by Bain Capital Partners LLC
Addition 6/18/2007 American International Group Inc. AIG

Meets CSI criteria for governance and ethics

Deletion 6/18/2007 Fremont General Corp. FMT Fails CSI criteria for governance and ethics

May, 2007

Action Date Company Ticker Reason
Change 5/1/2007 IndyMac Bancorp Inc. IMB From NDE
Change 5/14/2007 People's United Financial Inc. PBCT From PBCTD
Change 5/21/2007 HLTH Corp. HLTH From Emdeon Corp
Deletion 5/31/2007 Kinder Morgan Inc. KMI Due to acquisition by private investors

April, 2007

Action Date Company Ticker Reason
Addition 4/2/2007 Broadridge Financial Solutions Inc. BR Due to spinoff by Automatic Data Processing
Deletion 4/2/2007 Agere Systems Inc. AGR Due to acquisition by LSI Logic Corp.
Deletion 4/2/2007 Sabre Holdings Corp. TSG Due to acquisition by a private equity firm
Change 4/4/2007 NYSE Euronext Inc. NYX Name: from NYSE Group, Inc.
Change 4/9/2007 LSI Corp. LSI From LSI Logic Corp.
Change 4/16/2007 People's United Financial Inc. PBCTD

Name: from People's Bank (Bridgeport)
Ticker: from PBCT

Deletion 4/20/2007 Hyperion Solutions Corp. HYSL Due to acquisition by Oracle Corp.
Deletion 4/20/2007 TD Banknorth Inc. BNK Due to acquisition by Toronto-Dominion Bank
Deletion 4/23/2007 Adesa Inc. KAR Due to acquisition by a private equity firm

March, 2007

Action Date Company Ticker Reason
Change 3/2/2007 Unum Group UNM Name: from UnumProvident Corp.
Deletion 3/5/2007 Mercantile Bankshares Corp. MRBK Due to acquisition by PNC Financial Services
Addition 3/19/2007 Integrys Energy Group Inc. TEG Meets CSI criteria for environment
Change 3/21/2007 CVS Caremark Corp. CVS Name: from CVS Corp.
Deletion 3/23/2007 Caremark Rx Inc. CMX Due to acquisition by CVS
Deletion 3/29/2007 Univision Communications Inc. CIA UVN Due to acquisition by a consortium

 

#3392 1/08

 

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