Morningstar

Calvert US Large Cap Core Responsible Index Fund Class I CISIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 63.24  /  +0.25 %
  • Total Assets 6.5B
  • 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 1M
  • Status Open
  • TTM Yield 0.78%
  • Turnover 8%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CISIX

Will CISIX outperform in the 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.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Large Cap Core Responsible Index Fund 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.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CISIX

More CISIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.19 466M
Technology

Apple Inc

6.68 432M
Technology

Alphabet Inc Class A

6.04 391M
Communication Services

Microsoft Corp

4.85 314M
Technology

Amazon.com Inc

3.93 254M
Consumer Cyclical

Broadcom Inc

3.15 204M
Technology

Micron Technology Inc

1.84 119M
Technology

Eli Lilly and Co

1.48 96M
Healthcare

Advanced Micro Devices Inc

1.42 92M
Technology

JPMorgan Chase & Co

1.28 83M
Financial Services

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