The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
Calvert US Large-Cp Div, Eq AndIncETF CDEI
Morningstar’s Analysis CDEI
Will CDEI outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 46.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 10.84 | 3.4 Mil | Technology |
Microsoft Corp | 9.65 | 3.0 Mil | Technology |
NVIDIA Corp | 9.15 | 2.9 Mil | Technology |
Alphabet Inc Class A | 5.82 | 1.8 Mil | Communication Services |
Broadcom Inc | 2.48 | 775,396 | Technology |
Eli Lilly and Co | 2.38 | 744,748 | Healthcare |
JPMorgan Chase & Co | 1.84 | 575,670 | Financial Services |
UnitedHealth Group Inc | 1.73 | 539,995 | Healthcare |
Visa Inc Class A | 1.46 | 455,988 | Financial Services |
The Home Depot Inc | 1.29 | 403,760 | Consumer Cyclical |