Calvert US Large Cap Value Responsible Index Fund Class I CFJIX Strategy
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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CFJIX
| Calvert US Large Cap Value Responsible Index Fund Class I | Institutional | Open | $1.67B | 0.240% | Low | $1M | −$234.99M | |||
CFJAX
| Calvert US Large Cap Value Responsible Index Fund Class A | Front Load | Open | $176.28M | 0.490% | Low | $5,000 | −$508,900.83 | |||
CLVRX
| Calvert US Large Cap Value Responsible Index Fund Class R6 | Retirement, Large | Open | $155.82M | 0.190% | Low | $5M | −$26.64M |