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Calvert US Large Cap Growth Rspnb Idx I CGJIX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 57.26  /  +1.43 %
  • Total Assets 643.1 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 0.48%
  • Turnover 23%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:29 PM GMT+0

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.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert U.S. Large Cap Growth Responsible Index offers a lineup of growth stocks with some ESG-driven active bets. Nonetheless, its broadly diversified portfolio has closely resembled the growth side of the market. It warrants a Process rating upgrade to Above Average from Average.

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Portfolio Holdings CGJIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.44 59.3 Mil
Technology

Apple Inc

8.75 54.9 Mil
Technology

NVIDIA Corp

5.98 37.5 Mil
Technology

Amazon.com Inc

4.83 30.3 Mil
Consumer Cyclical

Alphabet Inc Class A

4.45 27.9 Mil
Communication Services

Eli Lilly and Co

2.13 13.4 Mil
Healthcare

Broadcom Inc

2.01 12.6 Mil
Technology

Tesla Inc

1.82 11.5 Mil
Consumer Cyclical

Visa Inc Class A

1.51 9.5 Mil
Financial Services

Mastercard Inc Class A

1.34 8.4 Mil
Financial Services