Large-cap exposure with an ESG lens. Calvert US Large Cap Core Responsible Index Fund 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 Responsible Index ETF CVLC
Morningstar’s Analysis CVLC
Will CVLC 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 CVLC 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 CVLC’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 35.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.14 | 61M | Technology |
Apple Inc | 6.28 | 54M | Technology |
Alphabet Inc Class A | 5.79 | 50M | Communication Services |
Microsoft Corp | 4.24 | 36M | Technology |
Amazon.com Inc | 3.53 | 30M | Consumer Cyclical |
Broadcom Inc | 2.75 | 24M | Technology |
Micron Technology Inc | 2.05 | 18M | Technology |
Eli Lilly and Co | 1.50 | 13M | Healthcare |
Advanced Micro Devices Inc | 1.49 | 13M | Technology |
JPMorgan Chase & Co | 1.35 | 12M | Financial Services |
United States