Summary
The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.
The passively managed fund is designed to track as closely as possible Calvert US Large-Cap Value Responsible Index. The index is made up of companies selected from the 1,000 largest U.S. publicly traded companies based on market capitalization.
Stocks in the index are weighted based on their float-adjusted market capitalization within certain sectors.
The research team employs fundamental re
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Directors
Dec 7, 2023- Theodore H. Eliopoulos
- Cari M. Dominguez
- Miles D. Harper, III
- Karen Fang
- Eddie Ramos
- Anthony A. Williams
- Richard L. Baird, Jr.
- John G. Guffey, Jr.
- Alice Gresham Bullock
- Joy V. Jones
Chief Compliance Officer
- Hope L. Brown
Fund Manager(s)
Price
Company Name |
Holding |
| Wells Fargo & Co | 1.49 % |
| Cisco Systems Inc | 1.24 % |
| International Business Machines Corp | 1.19 % |
| NextEra Energy Inc | 0.98 % |
| BlackRock Inc | 0.91 % |
| Costco Wholesale Corp | 0.86 % |
| UnitedHealth Group Inc | 0.83 % |
| United Parcel Service Inc | 0.79 % |
| Progressive Corp/The | 0.63 % |
| Mondelez International Inc | 0.61 % |
| More |
Documents
Performance
YTD
2.8%
3 Year
7.77%
5 Year
42.79%
Best
26.53%
2019
Worst
-13.45%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.4% | -0.6% | -4.2% | 7% | -26% | 11.9% | -1.9% | 4.3% | 0.9% | - |
| Q2 | -4.5% | 2.8% | -13.4% | 8.9% | 16.3% | 3.2% | 1.5% | 0.9% | 2.8% | -3% |
| Q3 | - | -4% | -5.5% | -4.8% | 5.9% | 0.7% | 5.8% | 3.2% | 4.6% | -8.7% |
| Q4 | - | 11.2% | 10.3% | 7.4% | 17.5% | 6.3% | -13.3% | 5.1% | 7.6% | 4.3% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.2% | 3.2% | 5.3% | -5.2% | - | - | - | - | - | - | - | - |
| 2023 | 6.2% | -2.7% | -3.9% | 0.4% | -4.4% | 7% | 4.1% | -3.8% | -4.1% | -3.8% | 8.6% | 5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 3% | 8% | -13% | 19% | 7% | 27% | -10% | 15% | 17% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CFJAX | 3% | 8% | -13% | 19% | 7% | 27% | -10% | 15% | 17% | - |
| Russell 1000 | - | - | -14% | 23% | 0% | 23% | -11% | 11% | 14% | -6% |
| Alpha | 3% | 8% | 0% | -3% | 7% | 3% | 0% | 4% | 3% | - |