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Morningstar

Calvert US Large Cap Core Rspnb Idx C CSXCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 31.94  /  1.24 %
  • Total Assets 3.8 Bil
  • 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 0.12%
  • Turnover 13%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis CSXCX

Will CSXCX outperform in 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 CSXCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CSXCX 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 CSXCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Large-cap exposure with an ESG lens.

Analyst

Summary

| by Lan Anh Tran

Calvert US Large Cap Core Responsible Index fund sweeps in large U.S. 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 still preserve its performance edge. All share classes receive Morningstar Analyst Ratings of Bronze.

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