Calvert US Large Cap Core Responsible Index Fund sweeps in large U.S. 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 still preserve its performance edge. All share classes receive Morningstar Analyst Ratings of Bronze.
Calvert US Large Cap Core Rspnb Idx A CSXAX
- NAV / 1-Day Return 42.34 / −0.28 %
- Total Assets 5.3 Bil
-
Adj. Expense Ratio
0.490%
- Expense Ratio 0.490%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.74%
- Turnover 8%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis CSXAX
Will CSXAX outperform in 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 31.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 6.78 | 346.2 Mil | Technology |
Apple Inc | 6.28 | 320.7 Mil | Technology |
NVIDIA Corp | 4.33 | 221.2 Mil | Technology |
Amazon.com Inc | 3.67 | 187.2 Mil | Consumer Cyclical |
Alphabet Inc Class A | 3.56 | 181.7 Mil | Communication Services |
Eli Lilly and Co | 1.57 | 80.0 Mil | Healthcare |
Broadcom Inc | 1.49 | 75.8 Mil | Technology |
Tesla Inc | 1.33 | 68.0 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 1.32 | 67.6 Mil | Financial Services |
Visa Inc Class A | 1.12 | 56.9 Mil | Financial Services |