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.
Calvert US Large Cap Core Responsible Index Fund Class A CSXAX
- NAV / 1-Day Return 61.31 / +1.71 %
- 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 Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 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.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.17 | 443M | Technology |
Alphabet Inc Class A | 6.45 | 398M | Communication Services |
Apple Inc | 6.12 | 378M | Technology |
Microsoft Corp | 4.63 | 286M | Technology |
Amazon.com Inc | 4.05 | 250M | Consumer Cyclical |
Broadcom Inc | 3.10 | 192M | Technology |
JPMorgan Chase & Co | 1.41 | 87M | Financial Services |
Eli Lilly and Co | 1.32 | 82M | Healthcare |
Micron Technology Inc | 1.03 | 64M | Technology |
Advanced Micro Devices Inc | 1.02 | 63M | Technology |
United States