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Calvert US Large Cap Value Rspnb Idx I CFJIX Fund Analysis

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Morningstar’s Analysis CFJIX

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

  • People Pillar

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

Value finds with an ESG tilt.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert U.S. Large Cap Value Responsible Index fund offers a broad portfolio of value stocks that abide by Calvert’s environmental, social, and governance criteria at an attractive price tag. However, the fund’s ESG-driven active bets might not always be compensated.

by Lan Anh Tran
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