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Calvert US Large Cap Core Responsible Index Fund Class A CSXAX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $62.45  /  +0.61 %
  • Fund Size $6.5B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.490%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.60%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis CSXAX

Will CSXAX 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 CSXAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSXAX 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 CSXAX’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 CSXAX

More CSXAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.36 488M
Technology

Apple Inc

6.69 443M
Technology

Microsoft Corp

5.38 357M
Technology

Alphabet Inc Class A

5.29 351M
Communication Services

Amazon.com Inc

3.72 247M
Consumer Cyclical

Broadcom Inc

2.54 168M
Technology

Micron Technology Inc

1.66 110M
Technology

Eli Lilly and Co

1.53 102M
Healthcare

JPMorgan Chase & Co

1.51 100M
Financial Services

Advanced Micro Devices Inc

1.21 80M
Technology

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