Calvert US Large Cap Core Responsible Index sweeps in large US companies that are consistent with Calvert’s Principles for Responsible Investments. It makes some small active bets, but its diversified portfolio and low expense ratio should preserve a performance edge.
Calvert US Large Cap Core Rspnb Idx A CSXAX
- NAV / 1-Day Return 48.44 / 0.00
- Total Assets 5.6 Bil
-
Adj. Expense Ratio
0.490%
- Expense Ratio 0.490%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.68%
- Turnover 8%
USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0
Morningstar’s Analysis CSXAX
Will CSXAX 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 33.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 6.83 | 370.8 Mil | Technology |
Microsoft Corp | 6.15 | 333.6 Mil | Technology |
NVIDIA Corp | 5.55 | 301.5 Mil | Technology |
Alphabet Inc Class A | 3.88 | 210.6 Mil | Communication Services |
Amazon.com Inc | 3.55 | 192.7 Mil | Consumer Cyclical |
Broadcom Inc | 1.60 | 86.8 Mil | Technology |
Eli Lilly and Co | 1.48 | 80.2 Mil | Healthcare |
Tesla Inc | 1.45 | 78.4 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 1.34 | 72.8 Mil | Financial Services |
UnitedHealth Group Inc | 1.20 | 65.2 Mil | Healthcare |
United States