Advertisement
Skip to Content
Morningstar

Calvert US Large Cap Growth Rspnb Idx I CGJIX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:08 PM GMT+00:00

Morningstar’s Analysis CGJIX

Will CGJIX outperform in 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

Summary

| by Lan Anh Tran

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.

Unlock our full analysis with Morningstar Investor