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.
Calvert US Large Cap Growth Rspnb Idx I CGJIX
- NAV / 1-Day Return 62.67 / +1.08 %
- Total Assets 672.8 Mil
-
Adj. Expense Ratio
- 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 0.45%
- Turnover 23%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 8.62 | 55.9 Mil | Technology |
Apple Inc | 8.39 | 54.4 Mil | Technology |
NVIDIA Corp | 7.45 | 48.3 Mil | Technology |
Alphabet Inc Class A | 4.69 | 30.4 Mil | Communication Services |
Amazon.com Inc | 4.63 | 30.0 Mil | Consumer Cyclical |
Eli Lilly and Co | 2.23 | 14.4 Mil | Healthcare |
Broadcom Inc | 1.96 | 12.7 Mil | Technology |
Tesla Inc | 1.59 | 10.3 Mil | Consumer Cyclical |
Visa Inc Class A | 1.42 | 9.2 Mil | Financial Services |
Mastercard Inc Class A | 1.24 | 8.0 Mil | Financial Services |