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Home | Sustainable and 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.

September, 2008

Action Date Company Ticker Reason
Name/Ticker Change 9/18/2008 Discovery Communications Inc. Series A DISAD from Discovery Holding Co; DISCA
Deletion 9/23/2008 Safeco Corp. SAF due to acquisition by Liberty Mutual
Ticker Change 9/30/2008 SunPower Corp. Cl A SPWRA from SPWR
Deletion 9/30/2008 Washington Mutual Inc. WAMUQ due to acquisition by JP Morgan Chase & Co 
Deletion 9/30/2008 Wendy's International Inc. WEN due to acquisition by Triarc Cos. Cl A

Note: On September 19, 2008, the Calvert Social Index was reconstituted. Read more.

Additions

Action Date Company Ticker Reason
Add 9/19/2008 Actuant Corp Cl A ATU Meets CSI Inclusion Requirements
Add 9/19/2008 Aecom Technology Corp ACM  Meets CSI Inclusion Requirements
Add 9/19/2008 ALEXION PHARMACEUTICAL ALXN Meets CSI Inclusion Requirements
Add 9/19/2008 Alliance Data Systems Corp ADS Meets CSI Inclusion Requirements
Add 9/19/2008 Allied World Assurance Holdings AWH Meets CSI Inclusion Requirements
Add 9/19/2008 ATHEROS COMMUNICATIONS ATHR Meets CSI Inclusion Requirements
Add 9/19/2008 Bill Barrett Corp BBG  Meets CSI Inclusion Requirements
Add 9/19/2008 Bio-Rad Labs Inc BIO Meets CSI Inclusion Requirements
Add 9/19/2008 Brady Corp BRC Meets CSI Inclusion Requirements
Add 9/19/2008 CBS Corp CBS SIRC Committee Decision
Add 9/19/2008 CEPHEID CPHD Meets CSI Inclusion Requirements
Add 9/19/2008 Chipotle Mexican Grill Inc CMG Meets CSI Inclusion Requirements
Add 9/19/2008 Cleco Corp Holding Co CNL Meets CSI Inclusion Requirements
Add 9/19/2008 Compass Minerals CMP Meets CSI Inclusion Requirements
Add 9/19/2008 Comstock Resources Inc CRK Meets CSI Inclusion Requirements
Add 9/19/2008 Crosstex Energy XTXI Meets CSI Inclusion Requirements
Add 9/19/2008 DECKERS OUTDOOR DECK Meets CSI Inclusion Requirements
Add 9/19/2008 Delta Air Lines Inc DAL Meets CSI Inclusion Requirements
Add 9/19/2008 DIRECTV Group Inc/The DTV SIRC Committee Decision
Add 9/19/2008 Discover Financial Services DFS Meets CSI Inclusion Requirements
Add 9/19/2008 Dolby Laboratories Inc Cl A DLB Meets CSI Inclusion Requirements
Add 9/19/2008 Dreamworks Animation SKG-A DWA Meets CSI Inclusion Requirements
Add 9/19/2008 Dril-Quip Inc DRQ Meets CSI Inclusion Requirements
Add 9/19/2008 Echostar Corp SATS Meets CSI Inclusion Requirements
Add 9/19/2008 Encore Acquisition Co EAC Meets CSI Inclusion Requirements
Add 9/19/2008 Energy Conversion Devices ENER Meets CSI Inclusion Requirements
Add 9/19/2008 Exco Resources XCO Meets CSI Inclusion Requirements
Add 9/19/2008 First Niagara Financial Group FNFG Meets CSI Inclusion Requirements
Add 9/19/2008 First Solar Inc FSLR Meets CSI Inclusion Requirements
Add 9/19/2008 Fossil Inc FOSL Meets CSI Inclusion Requirements
Add 9/19/2008 Frontier Communications FTR Meets CSI Inclusion Requirements
Add 9/19/2008 FTI Consulting FCN Meets CSI Inclusion Requirements
Add 9/19/2008 Gannett Co Inc GCI SIRC Committee Decision
Add 9/19/2008 Genco Shipping & Trading Ltd GNK Meets CSI Inclusion Requirements
Add 9/19/2008 Graftech International Ltd GTI Meets CSI Inclusion Requirements
Add 9/19/2008 Haemonetics Corp HAE Meets CSI Inclusion Requirements
Add 9/19/2008 Hercules Offshore Inc HERO   Meets CSI Inclusion Requirements
Add 9/19/2008 Hilb Rogal & Hobbs Co HRH Meets CSI Inclusion Requirements
Add 9/19/2008 IHS Inc-Class A IHS Meets CSI Inclusion Requirements
Add 9/19/2008 Informatica Corp INFA Meets CSI Inclusion Requirements
Add 9/19/2008 Itc Holdings Corp ITC Meets CSI Inclusion Requirements
Add 9/19/2008 Key Energy Services Inc KEG Meets CSI Inclusion Requirements
Add 9/19/2008 Liberty Media Corp. Entertainment Series A LMDIA Meets CSI Inclusion Requirements
Add 9/19/2008 Matthews Intl Corp MATW Meets CSI Inclusion Requirements
Add 9/19/2008 Metropcs Communications Inc PCS Meets CSI Inclusion Requirements
Add 9/19/2008 Myriad Genetics Inc MYGN Meets CSI Inclusion Requirements
Add 9/19/2008 National Instruments Corp NATI Meets CSI Inclusion Requirements
Add 9/19/2008 NetFlix Inc NFLX Meets CSI Inclusion Requirements
Add 9/19/2008 Nordson Corp NDSN Meets CSI Inclusion Requirements
Add 9/19/2008 NUVASIVE NUVA Meets CSI Inclusion Requirements
Add 9/19/2008 Onyx Pharmaceuticals Inc ONXX Meets CSI Inclusion Requirements
Add 9/19/2008 Owens & Minor Inc Hldg Co OMI Meets CSI Inclusion Requirements
Add 9/19/2008 Perrigo Co PRGO Meets CSI Inclusion Requirements
Add 9/19/2008 Portland General Electric Co POR Meets CSI Inclusion Requirements
Add 9/19/2008 ProAssurance Group PRA Meets CSI Inclusion Requirements
Add 9/19/2008 Regal Beloit Corp RBC Meets CSI Inclusion Requirements
Add 9/19/2008 Ruddick Corp RDK Meets CSI Inclusion Requirements
Add 9/19/2008 Schnitzer Steel Industries  Inc SCHN Meets CSI Inclusion Requirements
Add 9/19/2008 Sensient Technologies Corp SXT Meets CSI Inclusion Requirements
Add 9/19/2008 Skyworks Solutions Inc SWKS Meets CSI Inclusion Requirements
Add 9/19/2008 SPX Corp SPW SIRC Committee Decision
Add 9/19/2008 Sunpower Corp-Class A SPWR Meets CSI Inclusion Requirements
Add 9/19/2008 Swift Energy Co SFY Meets CSI Inclusion Requirements
Add 9/19/2008 Thomas & Betts Corp TNB SIRC Committee Decision
Add 9/19/2008 Total System Services Inc TSS Meets CSI Inclusion Requirements
Add 9/19/2008 Tupperware Corp TUP Meets CSI Inclusion Requirements
Add 9/19/2008 Tyco Electronics Ltd TEL Meets CSI Inclusion Requirements
Add 9/19/2008 United Therapeutics Corp UTHR Meets CSI Inclusion Requirements
Add 9/19/2008 Valmont Industries Inc VMI Meets CSI Inclusion Requirements
Add 9/19/2008 Vmware Inc VMW Meets CSI Inclusion Requirements
Add 9/19/2008 Westamerica Bancorp WABC Meets CSI Inclusion Requirements
Add 9/19/2008 WHITING PETROLEUM WLL Meets CSI Inclusion Requirements
Add 9/19/2008 Woodward Governor Co WGOV Meets CSI Inclusion Requirements
 

Deletions

Action Date Company Ticker Reason
Delete 9/19/2008 3COM CORP. COMS 80% Market Capitalization Rule
Delete 9/19/2008 ACXIOM CORP. ACXM 80% Market Capitalization Rule
Delete 9/19/2008 AFFYMETRIX INC. AFFX 80% Market Capitalization Rule
Delete 9/19/2008 AMBAC FINANCIAL GROUP INC. ABK 80% Market Capitalization Rule
Delete 9/19/2008 AMERICREDIT CORP. ACF 80% Market Capitalization Rule
Delete 9/19/2008 AVIS BUDGET GROUP INC. CAR 80% Market Capitalization Rule
Delete 9/19/2008 BARNES & NOBLE INC. BKS 80% Market Capitalization Rule
Delete 9/19/2008 BELO CORP. SERIES A BLC 80% Market Capitalization Rule
Delete 9/19/2008 BRIGGS & STRATTON CORP. BGG 80% Market Capitalization Rule
Delete 9/19/2008 BROOKDALE SENIOR LIVING INC. BKD 80% Market Capitalization Rule
Delete 9/19/2008 CATHAY GENERAL BANCORP INC. CATY 80% Market Capitalization Rule
Delete 9/19/2008 CHEESECAKE FACTORY INC., THE CAKE 80% Market Capitalization Rule
Delete 9/19/2008 CHENIERE ENERGY INC. LNG 80% Market Capitalization Rule
Delete 9/19/2008 CHICO'S FAS INC. CHS 80% Market Capitalization Rule
Delete 9/19/2008 COLONIAL BANCGROUP INC. CNB 80% Market Capitalization Rule
Delete 9/19/2008 CROCS INC. CROX 80% Market Capitalization Rule
Delete 9/19/2008 DELUXE CORP. DLX 80% Market Capitalization Rule
Delete 9/19/2008 E.W. Scripps Co. Cl A SSP Delisted by Dow
Delete 9/19/2008 EAST WEST BANCORP INC. EWBC 80% Market Capitalization Rule
Delete 9/19/2008 EMULEX CORP. ELX 80% Market Capitalization Rule
Delete 9/19/2008 FAIR ISAAC CORP. FIC 80% Market Capitalization Rule
Delete 9/19/2008 FIRST MARBLEHEAD CORP. FMD 80% Market Capitalization Rule
Delete 9/19/2008 FIRST MIDWEST BANCORP FMBI 80% Market Capitalization Rule
Delete 9/19/2008 FORMFACTOR INC FORM 80% Market Capitalization Rule
Delete 9/19/2008 Freddie Mac FRE Delisted by Dow
Delete 9/19/2008 GAYLORD ENTERTAINMENT CO. GET 80% Market Capitalization Rule
Delete 9/19/2008 HNI CORP HNI 80% Market Capitalization Rule
Delete 9/19/2008 IDEARC INC. IAR 80% Market Capitalization Rule
Delete 9/19/2008 JETBLUE AIRWAYS CORPORATION JBLU 80% Market Capitalization Rule
Delete 9/19/2008 KENNAMETAL INC. KMT SIRC Committee Decision
Delete 9/19/2008 LEUCADIA NATIONAL CORP. LUK SIRC Committee Decision
Delete 9/19/2008 MEDAREX INC. MEDX 80% Market Capitalization Rule
Delete 9/19/2008 MENTOR CORP MNT 80% Market Capitalization Rule
Delete 9/19/2008 MEREDITH CORP. MDP 80% Market Capitalization Rule
Delete 9/19/2008 MONEYGRAM INTERNATIONAL INC. MGI 80% Market Capitalization Rule
Delete 9/19/2008 NUTRISYSTEM INC. NTRI 80% Market Capitalization Rule
Delete 9/19/2008 PALM INC. PALM 80% Market Capitalization Rule
Delete 9/19/2008 PHOENIX COS. INC PNX 80% Market Capitalization Rule
Delete 9/19/2008 PMI GROUP INC. PMI 80% Market Capitalization Rule
Delete 9/19/2008 POOL CORP. POOL 80% Market Capitalization Rule
Delete 9/19/2008 R.H. DONNELLEY CORP. RHD 80% Market Capitalization Rule
Delete 9/19/2008 RADIAN GROUP INC. RDN 80% Market Capitalization Rule
Delete 9/19/2008 RYLAND GROUP INC. RYL 80% Market Capitalization Rule
Delete 9/19/2008 SANMINA-SCI CORP. SANM 80% Market Capitalization Rule
Delete 9/19/2008 SOUTH FINANCIAL GROUP INC. TSFG 80% Market Capitalization Rule
Delete 9/19/2008 TEMPUR-PEDIC INTERNATIONAL INC. TPX 80% Market Capitalization Rule
Delete 9/19/2008 TESSERA TECHNOLOGIES INC. TSRA 80% Market Capitalization Rule
Delete 9/19/2008 TRACTOR SUPPLY CO. TSCO 80% Market Capitalization Rule
Delete 9/19/2008 TRW AUTOMOTIVE HOLDINGS CORP. TRW 80% Market Capitalization Rule
Delete 9/19/2008 UAL CORP. UAUA 80% Market Capitalization Rule
Delete 9/19/2008 UCBH HOLDINGS INC. UCBH 80% Market Capitalization Rule
Delete 9/19/2008 UMPQUA HOLDINGS CORP. UMPQ 80% Market Capitalization Rule
Delete 9/19/2008 UNITED STATIONERS INC. USTR 80% Market Capitalization Rule
Delete 9/19/2008 US AIRWAYS GROUP INC. LCC 80% Market Capitalization Rule
Delete 9/19/2008 VERIFONE HOLDINGS INC. PAY 80% Market Capitalization Rule
Delete 9/19/2008 WEBSTER FINANCIAL CORP. WBS 80% Market Capitalization Rule
Delete 9/19/2008 YRC WORLDWIDE INC. YRCW 80% Market Capitalization Rule

August, 2008

Action Date Company Ticker Reason
Name Change 8/6/2008 Sirius XM Radio Inc. SIRI Name change from Sirius Satellite Radio Inc.
Deletion 8/20/2008 W-H Energy Services Inc. WHQ due to acquisition by Smith International Inc
Deletion 8/27/2008 Electronic Data Systems Corp. EDS due to acquisition by Hewlett-Packard Co

July, 2008

Action Date Company Ticker Reason
Addition 7/1/2008 Scripps Networks Interactive Inc. Cl A SNI due to a spin-off by E.W. Scripps Co
Addition 7/3/2008 Lender Processing Services Inc. LPS due to a spin-off by Fidelity National Information Services Inc
Deletion 7/3/2008 Getty Images Inc. GYI due to an acquisition by Hellman & Friedman LLC
Deletion 7/10/2008 Navteq Corp. NVT due to an acquisition by Nokia Corp
Deletion 7/14/2008 IndyMac Bancorp Inc. IMB due to financial distress
Deletion 7/15/2008 Aquila Inc. ILA due to an acquisition by Great Plains Energy
Deletion 7/30/2008 XM Satellite Radio Holdings Inc. Cl A XMSR due to an acquisition by Sirius Satellite Radio Inc
Name, Ticker Change 7/31/2008 Frontier Communications Corp. FTR from Citizens Communications Co. Series B; from CZN

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

 

 

 

 

#3392 1/08

 

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