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Calvert US Large Cap Core Rspnb Idx I CISIX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 37.21  /  0.45 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.240%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.06%
  • Turnover 13%

Morningstar’s Analysis CISIX

Will CISIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Large-cap exposure with an ESG lens.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

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.

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Portfolio Holdings CISIX

  • Current Portfolio Date
  • Equity Holdings 771
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.45
312,500,674
Technology
6.29
263,871,815
Technology
3.42
143,531,613
Communication Services
2.73
114,667,279
Consumer Cyclical
1.95
81,974,708
Technology
1.32
55,485,022
Consumer Cyclical
1.24
52,010,173
Financial Services
1.18
49,307,341
Financial Services
1.11
46,443,922
Consumer Defensive
1.09
45,924,906
Healthcare