Calvert US Large Cap Core Responsible Index fund sweeps in large U.S. companies that are consistent with Calvert’s Principles for Responsible Investments. It makes some small active bets, but its diversified portfolio and low expense ratio should still preserve its performance edge. All share classes receive Morningstar Analyst Ratings of Bronze.
Calvert US Large Cap Core Rspnb Idx I CISIX
NAV / 1-Day Return
32.82
/
0.91
%
Total Assets
4.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
5.50
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
100,000
Status
Open
TTM Yield
1.02%
Turnover
10%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CISIX 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 CISIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CISIX 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 CISIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Large-cap exposure with an ESG lens.
