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Calvert US Large Cap Core Rspnb Idx I (CISIX)

53.74 +0.46 (+0.86%)
At close: 8:00:16 PM EST

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Commonwealth Universe
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)

Fund Summary

The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Fund Overview

Category Large Blend
Fund Family Calvert Research and Management
Net Assets 5.92B
YTD Return 27.76%
Yield 0.79%
Morningstar Rating
Inception Date Jun 30, 2000

Performance & Risk

YTD Return 27.71%
5y Average Return 15.79%
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

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