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Calvert US Large Cap Growth Rspnb Idx I CGJIX

Analyst rating as of
  • NAV / 1-Day Return 42.29  /  1.54 %
  • Total Assets 401.8 Mil
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.51%
  • Turnover 19%

Morningstar’s Analysis CGJIX

Will CGJIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Reasonable growth exposure for ESG investors.

Summary

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Calvert US Large Cap Growth Responsible Index fund provides exposure to large-cap growth stocks for environmental, social, and governance oriented investors. Despite a broad and diversified portfolio, the fund still carries some ESG-driven active bets that might not be adequately compensated. All of its share classes earn Morningstar Analyst Ratings of Bronze.

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