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Nasdaq - Delayed Quote USD
Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
43.36
-2.66
(-5.78%)
At close: April 4 at 8:00:27 PM EDT
Top 10 Holdings (34.05% of Total Assets)
Sector Weightings
SectorCSXRX
Technology 32.81%
Financial Services 14.61%
Consumer Cyclical 12.20%
Healthcare 11.20%
Industrials 8.39%
Communication Services 7.39%
Consumer Defensive 5.67%
Real Estate 2.94%
Basic Materials 2.35%
Utilities 2.00%
Energy 0.43%
Overall Portfolio Composition (%)
| Cash | 0.27% |
| Stocks | 99.73% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | CSXRX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 0.04 |
| Price/Book | 0.2 | 0.21 |
| Price/Sales | 0.3 | 0.4 |
| Price/Cashflow | 0.05 | 0.06 |
| Median Market Cap | 248,103.94 | 335,222.28 |
| 3 Year Earnings Growth | 16.64 | 21.25 |
Bond Holdings
| Average | CSXRX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 4.6 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -9.48% |
| 5y Average Return | 17.77% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Calvert-OE |
| Net Assets | 5.81B |
| YTD Return | -5.86% |
| Yield | 1.05% |
| Morningstar Rating | |
| Inception Date | Jun 30, 2000 |
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.
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