Calvert US Large Cap Value Responsible Index Fund Class I CFJIX Strategy

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Strategy

The investment seeks to track the performance of the Calvert U.S. Large-Cap Value Responsible Index, which measures the investment return of large-capitalization stocks. The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
CFJIX
Calvert US Large Cap Value Responsible Index Fund Class IInstitutionalOpen $1.67B0.240%Low$1M−$234.99M
CFJAX
Calvert US Large Cap Value Responsible Index Fund Class AFront LoadOpen $176.28M0.490%Low$5,000−$508,900.83
CLVRX
Calvert US Large Cap Value Responsible Index Fund Class R6Retirement, LargeOpen $155.82M0.190%Low$5M−$26.64M

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