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.
Will CISIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CISIX’s parent organization’s priorities and whether they’re in line with investors’ interests.