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Calvert US Large Cap Core Rspnb Idx C CSXCX Fund Analysis

Morningstar Medalist Rating
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Morningstar’s Analysis CSXCX

Will CSXCX 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 CSXCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

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.

by Lan Anh Tran
Rated on Published on

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