Calvert US Large-Cap Core Responsible Index Fund adheres to the Calvert Principles for Responsible Investment, emphasizing stocks that meet these proprietary standards. But at its core, it is still an index fund, relying on the market’s collective wisdom to weight its holdings, a sensible approach for the long term. The strategy’s environmental, social, and governance criteria introduce some active risk to the portfolio, however, which will not always be compensated. Nonetheless, it is well positioned to deliver better long-term risk-adjusted performance relative to most category peers, supporting a Morningstar Analyst Rating 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.