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.
- 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.
Process Pillar
People Pillar
Parent Pillar
- 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