Morningstar

Calvert US Large Cap Growth Responsible Index Fund Class I CGJIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $83.67  /  +0.73 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.240%
  • Net Expense Ratio 0.240%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis CGJIX

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

  • People Pillar

    The People Pillar is our evaluation of the CGJIX 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 CGJIX’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 CGJIX

More CGJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.54 102M
Technology

Apple Inc

8.39 90M
Technology

Alphabet Inc Class A

6.61 71M
Communication Services

Microsoft Corp

5.67 61M
Technology

Amazon.com Inc

4.67 50M
Consumer Cyclical

Broadcom Inc

3.58 38M
Technology

Micron Technology Inc

2.28 24M
Technology

Eli Lilly and Co

2.08 22M
Healthcare

Advanced Micro Devices Inc

1.75 19M
Technology

Visa Inc Class A

1.41 15M
Financial Services

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