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Calvert US Select Equity ETF CVSE

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis CVSE

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

  • People Pillar

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

Calvert US Select Equity ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CVSE

More CVSE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.38 2.4 Mil
Technology

Apple Inc

6.23 1.8 Mil
Technology

NVIDIA Corp

5.70 1.7 Mil
Technology

Eli Lilly and Co

2.90 845,259
Healthcare

Merck & Co Inc

2.56 745,328
Healthcare

S&P Global Inc

1.90 552,468
Financial Services

Accenture PLC Class A

1.70 495,792
Technology

Mastercard Inc Class A

1.48 432,810
Financial Services

Eaton Corp PLC

1.46 426,168
Industrials

Parker Hannifin Corp

1.45 423,252
Industrials