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Calvert US Large Cap Core Rspnb Idx R6 (CSXRX)
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43.49 - YTD Return 10.13%
- Expense Ratio 0.24%
- Category Large Blend
- Last Cap Gain 35.00
- Morningstar Rating
- Morningstar Risk Rating High
- Sustainability Rating
- Net Assets 5.26B
- Beta (5Y Monthly) 1.05
- 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
5.26B
Net Assets
2000-06-30
Inception Date
Performance Overview: CSXRX
Trailing returns as of 4/18/2024. Category is Large Blend.
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Holdings: CSXRX
Top 10 Holdings (31.45% of Total Assets)
Sector Weightings
SectorCSXRX
Technology 33.85%
Healthcare 13.46%
Financial Services 13.31%
Consumer Cyclical 11.59%
Industrials 9.77%
Communication Services 6.97%
Consumer Defensive 6.22%
Basic Materials 2.12%
Utilities 2.05%
Energy 0.43%
Real Estate 0.23%
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