Morningstar

Calvert US Large Cap Growth Rspnb Idx I CGJIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 65.55  /  +0.11 %
  • Total Assets 682.0 Mil
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.43%
  • Turnover 23%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CGJIX

Will CGJIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGJIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGJIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CGJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Reasonable growth exposure for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert U.S. Large Cap Growth Responsible Index offers a lineup of growth stocks with some ESG-driven active bets. Nonetheless, its broadly diversified portfolio has closely resembled the growth side of the market. It warrants a Process rating upgrade to Above Average from Average.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CGJIX

More CGJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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