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 C CSXCX
- NAV / 1-Day Return 56.93 / −0.86 %
- Total Assets 6.5B
-
Adj. Expense Ratio
1.240%
- Expense Ratio 1.240%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.00
- Turnover 8%
USD | NAV as of Jul 13, 2026 | 1-Day Return as of Jul 13, 2026, 10:06 PM GMT+0
Morningstar’s Analysis CSXCX
Will CSXCX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 37.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.19 | 466M | Technology |
Apple Inc | 6.68 | 432M | Technology |
Alphabet Inc Class A | 6.04 | 391M | Communication Services |
Microsoft Corp | 4.85 | 314M | Technology |
Amazon.com Inc | 3.93 | 254M | Consumer Cyclical |
Broadcom Inc | 3.15 | 204M | Technology |
Micron Technology Inc | 1.84 | 119M | Technology |
Eli Lilly and Co | 1.48 | 96M | Healthcare |
Advanced Micro Devices Inc | 1.42 | 92M | Technology |
JPMorgan Chase & Co | 1.28 | 83M | Financial Services |
United States