Mutual Funds - Profile

Calvert US Large Cap Core Responsible Index Fund

US > Large-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.

The investment process is designed to track as closely as possible Calvert US Large-Cap Core Responsible Index. The index is made up of companies selected from the 1,000 largest U.S. publicly traded companies based on market capitalization.

The team uses fundamental research to review approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and governance factors.

Price

  • Last Close
  • $40.47
    +0.43
  • 52 Week HL
  • $42.98 - $33.76
  • Net Assets
  • $4700 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Apple Inc 5.74
Microsoft Corp 4.93
Amazon.com Inc 3.78
Alphabet Inc 3.47
Tesla Inc 1.55
Company Holding
JPMorgan Chase 1.41
Visa Inc 1.13
Walt Disney 1.06
NVIDIA Corp 1.01
Mastercard Inc 1.00
Total 25.08%

Manager

  • Name
  • Thomas Seto
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
-2.1 % YTD

  • 3 Year
  • 41.04%
  • 5 Year
  • 77.57%
  • Best
  • 31.25%
    2019
  • Worst
  • -4.07%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CSXRX -4%25%19%29%-7%19%10%-1%11%30%14%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -9.7% 5.1% -18.3% 14.2% -0.1% - - - - - -
Q2 - 8.3% 22.7% 3.3% 4.8% -100% - - - - -
Q3 - 6% 10.7% 0.7% 8.4% -100% - - - - -
Q4 - 8.2% 12.5% 8.1% -13.9% 4.8% - - - - -

Returns +
M

J F M A M J J A S O N D
2022 -2.1% - - - - - - - - - - -
2021 -0.7% 2.6% 3.1% 5.3% - 2.8% 2.5% 3.1% 0.3% 1.6% -1.1% 3%

Annual
Return

Index Comparison

Alpha

NAV