Nasdaq - Delayed Quote • USD
Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
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47.21 - YTD Return 10.30%
- Expense Ratio 0.19%
- Category Large Blend
- Last Cap Gain 35.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 5.19B
- Beta (5Y Monthly) 1.04
- Yield 0.98%
- 5y Average Return --
- Holdings Turnover 8.00%
- Last Dividend 0.45
- Inception Date Jun 30, 2000
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.
Calvert Research and Management
Fund Family
Large Blend
Fund Category
5.19B
Net Assets
2000-06-30
Inception Date
Performance Overview: CSXRX
Trailing returns as of 6/13/2024. Category is Large Blend.
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Holdings: CSXRX
Top 10 Holdings (31.22% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCSXRX
Technology 33.24%
Financial Services 13.60%
Healthcare 13.44%
Consumer Cyclical 11.44%
Industrials 9.96%
Communication Services 7.13%
Consumer Defensive 6.20%
Basic Materials 2.14%
Utilities 2.12%
Energy 0.48%
Real Estate 0.24%
Recent News: CSXRX
Research Reports: CSXRX
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