Calvert US Large Cap Core Responsible Index Fund Class A CSXAX

Morningstar Medalist Rating
  • NAV / 1-Day Return$59.06  /  +0.24%
  • Fund Size$6.4B
  • Adjusted Expense Ratio0.490%
  • Net Expense Ratio0.490%
  • Fee Level: DistributionLow
  • Share Class TypeFront Load
  • Morningstar CategoryLarge Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$5,000
  • Investment StatusOpen
  • TTM Yield0.60%
  • Turnover Ratio8%

Morningstar’s Analysis CSXAX

Will CSXAX outperform in the future?

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

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.

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 Holdings38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.74505M
Technology

Apple Inc

7.08462M
Technology

Microsoft Corp

5.53361M
Technology

Alphabet Inc Class A

5.46356M
Communication Services

Amazon.com Inc

3.65238M
Consumer Cyclical

Broadcom Inc

2.49163M
Technology

Micron Technology Inc

1.89123M
Technology

Advanced Micro Devices Inc

1.62106M
Technology

Eli Lilly and Co

1.54101M
Healthcare

JPMorgan Chase & Co

1.4091M
Financial Services

Sponsor Center