Calvert US Large Cap Value Responsible Index Fund Class I CFJIX

Morningstar Medalist Rating
  • NAV / 1-Day Return$43.55  /  +0.39%
  • Fund Size$2.2B
  • Adjusted Expense Ratio0.240%
  • Net Expense Ratio0.240%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Mid Value
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield1.64%
  • Turnover Ratio27%

Morningstar’s Analysis CFJIX

Will CFJIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings CFJIX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.6092M
Financial Services

Bank of America Corp

2.1443M
Financial Services

UnitedHealth Group Inc

1.7435M
Healthcare

Intel Corp

1.4629M
Technology

Wells Fargo & Co

1.4228M
Financial Services

Procter & Gamble Co

1.3527M
Consumer Defensive

Citigroup Inc

1.2926M
Financial Services

Verizon Communications Inc

1.1523M
Communication Services

The Walt Disney Co

1.1122M
Communication Services

AT&T Inc

1.0220M
Communication Services

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