Morningstar

Calvert US Large Cap Value Responsible Index Fund Class I CFJIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 40.31  /  +0.07 %
  • Total Assets 2.0B
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.72%
  • Turnover 27%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CFJIX

Will CFJIX outperform in the 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 US 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
Rated on Published on

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Portfolio Holdings CFJIX

More CFJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.72 102M
Financial Services

Bank of America Corp

2.38 51M
Financial Services

UnitedHealth Group Inc

1.89 41M
Healthcare

Wells Fargo & Co

1.49 32M
Financial Services

Citigroup Inc

1.29 28M
Financial Services

Procter & Gamble Co

1.29 28M
Consumer Defensive

The Home Depot Inc

1.14 25M
Consumer Cyclical

Verizon Communications Inc

1.13 24M
Communication Services

The Goldman Sachs Group Inc

1.10 24M
Financial Services

The Walt Disney Co

0.98 21M
Communication Services

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