The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Calvert US Large-Cp Div, Eq AndIncETF CDEI
Morningstar’s Analysis CDEI
Will CDEI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 10.76 | 4.0 Mil | Technology |
Apple Inc | 10.64 | 4.0 Mil | Technology |
NVIDIA Corp | 9.47 | 3.5 Mil | Technology |
Alphabet Inc Class A | 6.69 | 2.5 Mil | Communication Services |
Eli Lilly and Co | 2.51 | 932,675 | Healthcare |
Broadcom Inc | 2.34 | 869,490 | Technology |
JPMorgan Chase & Co | 1.85 | 687,535 | Financial Services |
UnitedHealth Group Inc | 1.45 | 538,976 | Healthcare |
Visa Inc Class A | 1.36 | 504,921 | Financial Services |
Mastercard Inc Class A | 1.19 | 442,307 | Financial Services |