Calvert US Large-Cp Div, Eq AndIncETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.
Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF CDEI
Morningstar’s Analysis CDEI
Will CDEI outperform in the 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 49.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Apple Inc | 9.32 | 2M | Technology |
NVIDIA Corp | 8.83 | 2M | Technology |
Microsoft Corp | 7.40 | 1M | Technology |
Alphabet Inc Class A | 6.88 | 1M | Communication Services |
Eli Lilly and Co | 3.81 | 717,373 | Healthcare |
Advanced Micro Devices Inc | 3.31 | 623,230 | Technology |
JPMorgan Chase & Co | 3.14 | 590,628 | Financial Services |
Visa Inc Class A | 2.85 | 536,985 | Financial Services |
Mastercard Inc Class A | 2.07 | 389,424 | Financial Services |
AbbVie Inc | 2.04 | 383,866 | Healthcare |