Calvert US Large Cap Growth Responsible Index Fund Class R6 CLGRX

Morningstar Medalist Rating
  • NAV / 1-Day Return$80.94  /  +1.80%
  • Fund Size$1.0B
  • Adjusted Expense Ratio0.210%
  • Net Expense Ratio0.210%
  • Fee Level: DistributionLow
  • Share Class TypeRetirement, Large
  • Morningstar CategoryLarge Growth
  • Equity Style Box (Funds)Large Growth
  • Minimum Initial Investment$5M
  • Investment StatusOpen
  • TTM Yield0.49%
  • Turnover Ratio30%

Morningstar’s Analysis CLGRX

Will CLGRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Reasonable growth exposure for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Large Cap Growth Responsible Index Fund offers a lineup of growth stocks with an environmental, social, and governance tilt. Nonetheless, its broadly diversified portfolio has closely resembled the growth side of the market.

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Portfolio Holdings CLGRX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings47.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.85106M
Technology

Apple Inc

8.8095M
Technology

Alphabet Inc Class A

6.6972M
Communication Services

Microsoft Corp

5.7261M
Technology

Amazon.com Inc

4.4748M
Consumer Cyclical

Broadcom Inc

3.6139M
Technology

Micron Technology Inc

2.5527M
Technology

Advanced Micro Devices Inc

2.2724M
Technology

Eli Lilly and Co

2.0722M
Healthcare

Visa Inc Class A

1.3414M
Financial Services

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