Morningstar

Calvert US Large Cap Growth Responsible Index Fund Class A CGJAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 81.87  /  +0.18 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.19%
  • Turnover 30%

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

Morningstar’s Analysis CGJAX

Will CGJAX 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 CGJAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CGJAX 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 CGJAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Reasonable growth exposure for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Large Cap Growth Responsible Index Fund offers a lineup of growth stocks with an environmental, social, and governance tilt. Nonetheless, its broadly diversified portfolio has closely resembled the growth side of the market.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CGJAX

More CGJAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.04 98M
Technology

Apple Inc

8.19 89M
Technology

Alphabet Inc Class A

7.35 79M
Communication Services

Microsoft Corp

4.77 52M
Technology

Amazon.com Inc

4.69 51M
Consumer Cyclical

Broadcom Inc

4.49 49M
Technology

Eli Lilly and Co

2.10 23M
Healthcare

Advanced Micro Devices Inc

2.09 23M
Technology

Visa Inc Class A

1.27 14M
Financial Services

Micron Technology Inc

1.17 13M
Technology

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