Skip to Content

Calvert US Large Cap Core Rspnb Idx A CSXAX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 46.36  /  −0.39 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.74%
  • Turnover 8%

USD | NAV as of Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:14 PM GMT+0

Morningstar’s Analysis CSXAX

Will CSXAX outperform in future?

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

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Large Cap Core Responsible Index 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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSXAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.47 321.8 Mil
Technology

Apple Inc

5.98 297.3 Mil
Technology

NVIDIA Corp

4.77 237.1 Mil
Technology

Alphabet Inc Class A

4.23 210.1 Mil
Communication Services

Amazon.com Inc

3.73 185.6 Mil
Consumer Cyclical

Eli Lilly and Co

1.63 81.3 Mil
Healthcare

Broadcom Inc

1.48 73.6 Mil
Technology

JPMorgan Chase & Co

1.37 68.4 Mil
Financial Services

Tesla Inc

1.26 62.8 Mil
Consumer Cyclical

UnitedHealth Group Inc

1.14 56.5 Mil
Healthcare