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
The People Pillar is our evaluation of the CDEI 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 CDEI’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 9.51 | 2M | Technology |
Apple Inc | 8.62 | 2M | Technology |
Alphabet Inc Class A | 7.90 | 1M | Communication Services |
Microsoft Corp | 6.42 | 1M | Technology |
Amazon.com Inc | 3.45 | 626,354 | Consumer Cyclical |
Eli Lilly and Co | 3.28 | 595,268 | Healthcare |
JPMorgan Chase & Co | 3.05 | 553,384 | Financial Services |
Visa Inc Class A | 2.27 | 410,791 | Financial Services |
Cisco Systems Inc | 2.16 | 391,820 | Technology |
Intel Corp | 1.99 | 360,826 | Technology |
United States