Nasdaq - Delayed Quote USD

Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)

49.77
-0.35
(-0.70%)
At close: 8:00:27 PM EDT
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  • Previous Close 50.12
  • YTD Return -6.24%
  • Expense Ratio 0.19%
  • Category Large Blend
  • Last Cap Gain 52.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 5.31B
  • Beta (5Y Monthly) 1.05
  • Yield 1.05%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.50
  • 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

5.31B

Net Assets

2000-06-30

Inception Date

Performance Overview: CSXRX

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Trailing returns as of 5/23/2025. Category is Large Blend.

YTD Return

CSXRX
6.24%
Category
5.31%
 

1-Year Return

CSXRX
10.47%
Category
20.31%
 

3-Year Return

CSXRX
11.50%
Category
6.48%
 

5-Year Return

CSXRX
14.81%
Category
11.78%
 

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Holdings: CSXRX

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Sector Weightings

SectorCSXRX
Technology   31.91%
Healthcare   11.94%
Industrials   8.59%
Real Estate   3.26%
Utilities   1.94%
Energy   0.44%

Recent News: CSXRX

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Research Reports: CSXRX

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