Calvert U.S. Large Cap Growth Responsible Index offers a lineup of growth stocks with some ESG-driven active bets. Nonetheless, its broadly diversified portfolio has closely resembled the growth side of the market. It warrants a Process rating upgrade to Above Average from Average.
Calvert US Large Cap Growth Rspnb Idx I CGJIX
- NAV / 1-Day Return 66.00 / +0.90 %
- Total Assets 699.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.240%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100,000
- Status Open
- TTM Yield 0.43%
- Turnover 23%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis CGJIX
Will CGJIX 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 43.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apple Inc | 8.88 | 59.6 Mil | Technology |
Microsoft Corp | 8.14 | 54.6 Mil | Technology |
NVIDIA Corp | 7.66 | 51.4 Mil | Technology |
Amazon.com Inc | 4.75 | 31.8 Mil | Consumer Cyclical |
Alphabet Inc Class A | 4.51 | 30.2 Mil | Communication Services |
Broadcom Inc | 2.26 | 15.2 Mil | Technology |
Eli Lilly and Co | 2.10 | 14.1 Mil | Healthcare |
Tesla Inc | 2.04 | 13.7 Mil | Consumer Cyclical |
Visa Inc Class A | 1.34 | 9.0 Mil | Financial Services |
UnitedHealth Group Inc | 1.31 | 8.8 Mil | Healthcare |