Calvert US Large Cap Growth Responsible Index Fund Class I CGJIX Strategy

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Strategy

The investment seeks to track the performance of the Calvert U.S. Large-Cap Growth Responsible Index, which measures the investment return of large-capitalization stocks. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large growth companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
CGJIX
Calvert US Large Cap Growth Responsible Index Fund Class IInstitutionalOpen $670.17M0.240%Low$1M$60.93M
CGJAX
Calvert US Large Cap Growth Responsible Index Fund Class AFront LoadOpen $146.02M0.490%Low$5,000$2.95M
CLGRX
Calvert US Large Cap Growth Responsible Index Fund Class R6Retirement, LargeOpen $257.67M0.210%Low$5M$109.81M

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