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Morningstar

Calvert US Large Cap Value Rspnb Idx I CFJIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 30.28  /  +0.33 %
  • Total Assets 1.9 Bil
  • 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 100,000
  • Status Open
  • TTM Yield 1.91%
  • Turnover 31%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

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
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 17.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.24 77.3 Mil
Financial Services

Bank of America Corp

2.00 36.3 Mil
Financial Services

Wells Fargo & Co

1.72 31.3 Mil
Financial Services

Walmart Inc

1.56 28.5 Mil
Consumer Defensive

Verizon Communications Inc

1.43 26.1 Mil
Communication Services

Intel Corp

1.41 25.6 Mil
Technology

Uber Technologies Inc

1.40 25.5 Mil
Technology

UnitedHealth Group Inc

1.39 25.3 Mil
Healthcare

Pfizer Inc

1.27 23.1 Mil
Healthcare

The Goldman Sachs Group Inc

1.13 20.5 Mil
Financial Services