Calvert US Large Cap Value Responsible Index Fund

1825 Connecticut Avenue NW,,Suite 400
Washington , DC, 20009

Rank

Rank Universe

Summary

The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.

The passively managed fund is designed to track as closely as possible Calvert US Large-Cap Value Responsible Index. The index is made up of companies selected from the 1,000 largest U.S. publicly traded companies based on market capitalization.

Stocks in the index are weighted based on their float-adjus More

Link

Directors

Dec 7, 2023
  • Theodore H. Eliopoulos
  • Cari M. Dominguez
  • Miles D. Harper, III
  • Karen Fang
  • Eddie Ramos
  • Anthony A. Williams
  • Richard L. Baird, Jr.
  • John G. Guffey, Jr.
  • Alice Gresham Bullock
  • Joy V. Jones

Chief Compliance Officer

  • Hope L. Brown

Fund Manager(s)

Price

  • $ 34.14 ( +0.01 )
    Oct 30, 2024
    Last Close
  • Net Assets
  • $1.8B
    Feb 28, 2024
  • Holding
  • 89
    Aug 28, 2024
    More

  • 52-Week High/Low
  • $34.9 - $25.65
  • Turnover
  • 39%
  • Expense Ratio
  • 0.63%

Documents

Prospectus

Annual Reports

Performance

YTD

2.8%

3 Year

7.77%

5 Year

42.79%

Best

26.53%

2019

Worst

-13.45%

2022

Alpha

CFJAX Russell 1000

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