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Calvert US Large Cap Growth Rspnb Idx I CGJIX

Analyst rating as of
NAV / 1-Day Return
47.47  /  0.65 %
Total Assets
194.9 Mil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
4.30 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.49%
Turnover
53%
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Morningstar’s Analysis

Will CGJIX outperform in future?

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

A good pick for a large-cap growth ESG index fund.

Summary

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Calvert US Large-Cap Growth Responsible Index Fund adheres to the Calvert Principles for Responsible Investment, emphasizing stocks that meet these proprietary standards. But at its core, it is still an index fund, relying on the market’s collective wisdom to weight its holdings, a sensible approach for the long term. The strategy’s environmental, social, and governance criteria introduce some active risk to the portfolio, however, which will not always be compensated. Nonetheless, it is well positioned to deliver better long-term risk-adjusted performance relative to most category peers, supporting a Morningstar Analyst Rating of Bronze.

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