Nasdaq - Delayed Quote USD

Calvert US Large Cap Core Rspnb Idx C (CSXCX)

47.18 +1.29 (+2.81%)
At close: 8:00 PM EST
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DELL
  • Previous Close 45.89
  • YTD Return 18.81%
  • Expense Ratio 1.24%
  • Category Large Blend
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 5.62B
  • Beta (5Y Monthly) 1.04
  • Yield 0.15%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.07
  • Inception Date Oct 3, 2017

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

5.62B

Net Assets

2017-10-03

Inception Date

Performance Overview: CSXCX

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Trailing returns as of 11/5/2024. Category is Large Blend.

YTD Return

CSXCX
18.81%
Category
5.31%
?

1-Year Return

CSXCX
37.69%
Category
20.31%
?

3-Year Return

CSXCX
5.90%
Category
6.48%
?

5-Year Return

CSXCX
14.02%
Category
11.78%
?

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Holdings: CSXCX

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Top 10 Holdings (32.73% of Total Assets)

SymbolCompany% Assets
AAPL
Apple Inc. 6.92%
MSFT
Microsoft Corporation 6.02%
NVDA
NVIDIA Corporation 5.57%
GOOGL
Alphabet Inc. 3.63%
AMZN
Amazon.com, Inc. 3.32%
LLY
Eli Lilly and Company 1.73%
AVGO
Broadcom Inc. 1.59%
JPM
JPMorgan Chase & Co. 1.40%
TSLA
Tesla, Inc. 1.32%
UNH
UnitedHealth Group Incorporated 1.21%

Sector Weightings

Recent News: CSXCX

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Research Reports: CSXCX

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