Morningstar

Calvert US Large Cap Core Responsible Index Fund Class A CSXAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 62.93  /  +0.45 %
  • Total Assets 6.5B
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.60%
  • Turnover 8%

USD | NAV as of Aug 13, 2026 | 1-Day Return as of Aug 13, 2026, 12:31 AM GMT+0

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 35.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.76 438M
Technology

Apple Inc

6.18 401M
Technology

Alphabet Inc Class A

5.65 366M
Communication Services

Microsoft Corp

4.01 260M
Technology

Amazon.com Inc

3.46 224M
Consumer Cyclical

Broadcom Inc

2.62 170M
Technology

Micron Technology Inc

2.02 131M
Technology

Eli Lilly and Co

1.61 104M
Healthcare

Advanced Micro Devices Inc

1.51 98M
Technology

JPMorgan Chase & Co

1.40 91M
Financial Services

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