Calvert US Large-Cap Core Responsible Index ETF CVLC

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Morningstar’s Analysis CVLC

Will CVLC outperform in the future?

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Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

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.

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Portfolio Holdings CVLC

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.75 76M
Technology

Apple Inc

7.01 69M
Technology

Microsoft Corp

5.48 54M
Technology

Alphabet Inc Class A

5.31 52M
Communication Services

Amazon.com Inc

3.61 36M
Consumer Cyclical

Broadcom Inc

2.42 24M
Technology

Micron Technology Inc

1.93 19M
Technology

Advanced Micro Devices Inc

1.62 16M
Technology

Eli Lilly and Co

1.54 15M
Healthcare

JPMorgan Chase & Co

1.40 14M
Financial Services

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