Morningstar

Calvert US Large Cap Value Responsible Index Fund Class A CFJAX

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  • NAV / 1-Day Return $40.28  /  +0.73 %
  • Fund Size $2.0B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 1.57%
  • Turnover Ratio 27%
NAV and 1-Day Return as of

Morningstar’s Analysis CFJAX

Will CFJAX outperform in the 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 CFJAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFJAX 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 CFJAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Value finds with an ESG tilt.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Large Cap Value Responsible Index fund offers a broad portfolio of value stocks that abide by Calvert’s environmental, social, and governance criteria at an attractive price tag. However, the fund’s ESG-driven active bets might not always be compensated.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CFJAX

More CFJAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.76 102M
Financial Services

Bank of America Corp

2.35 50M
Financial Services

UnitedHealth Group Inc

1.76 38M
Healthcare

Wells Fargo & Co

1.48 32M
Financial Services

Procter & Gamble Co

1.27 27M
Consumer Defensive

Citigroup Inc

1.27 27M
Financial Services

Verizon Communications Inc

1.19 25M
Communication Services

The Home Depot Inc

1.11 24M
Consumer Cyclical

The Goldman Sachs Group Inc

1.10 23M
Financial Services

The Walt Disney Co

1.08 23M
Communication Services

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