CISIX – Calvert US Large Cap Core Rspnb Idx I Investment Strategy | Morningstar

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Strategy

The investment seeks to track the performance of the Calvert U.S. Large-Cap Core Responsible Index, which measures the investment return of large-capitalization stocks. The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CISIX	Calvert US Large Cap Core Responsible Index Fund Class I	Institutional	Open			Jun 30, 2000	$3.55B	0.240%	Low	$1M	−$160.65M
CSXAX	Calvert US Large Cap Core Responsible Index Fund Class A	Front Load	Open			Jun 30, 2000	$928.92M	0.490%	Low	$5,000	−$56.05M
CSXCX	Calvert US Large Cap Core Responsible Index Fund Class C	Level Load	Open			Jun 30, 2000	$72.59M	1.240%	Low	$5,000	−$11.39M
CSXRX	Calvert US Large Cap Core Responsible Index Fund Class R6	Retirement, Large	Open			Oct 3, 2017	$1.97B	0.190%	Low	$5M	−$198.06M

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