Calvert US Large Cap Core Responsible Index sweeps in large US 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 preserve a performance edge.
Calvert US Large Cap Core Rspnb Idx I CISIX
- NAV / 1-Day Return 44.81 / +1.29 %
- Total Assets 5.0 Bil
-
Adj. Expense Ratio
0.240%
- Expense Ratio 0.240%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.96%
- Turnover 8%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CISIX
Will CISIX 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 31.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Microsoft Corp | 6.78 | 346.2 Mil | Technology |
Apple Inc | 6.28 | 320.7 Mil | Technology |
NVIDIA Corp | 4.33 | 221.2 Mil | Technology |
Amazon.com Inc | 3.67 | 187.2 Mil | Consumer Cyclical |
Alphabet Inc Class A | 3.56 | 181.7 Mil | Communication Services |
Eli Lilly and Co | 1.57 | 80.0 Mil | Healthcare |
Broadcom Inc | 1.49 | 75.8 Mil | Technology |
Tesla Inc | 1.33 | 68.0 Mil | Consumer Cyclical |
JPMorgan Chase & Co | 1.32 | 67.6 Mil | Financial Services |
Visa Inc Class A | 1.12 | 56.9 Mil | Financial Services |