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 Growth Responsible Index. The index is made up of companies selected from the 1,000 largest U.S. publicly traded companies based on market capitalization.
The index excludes business development corporations and real estate investment trusts. Stocks in the index are weighted based on their float-adjust
Link
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 |
| UnitedHealth Group Inc | 1.16 % |
| AbbVie Inc | 0.97 % |
| Costco Wholesale Corp | 0.84 % |
| Salesforce Inc | 0.8 % |
| Thermo Fisher Scientific Inc | 0.62 % |
| Intuit Inc | 0.59 % |
| Accenture PLC | 0.52 % |
| Uber Technologies Inc | 0.49 % |
| Vertex Pharmaceuticals Inc | 0.4 % |
| Chipotle Mexican Grill Inc | 0.36 % |
| More |
Documents
Performance
YTD
9.7%
3 Year
21.48%
5 Year
113.21%
Best
36.03%
2020
Worst
-27.25%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 10.6% | 12.8% | -8.6% | 1.8% | -13.4% | 15.9% | 1.7% | 8.7% | -0.4% | - |
| Q2 | -0.6% | 11.3% | -19.7% | 10.1% | 27% | 3% | 7.6% | 5% | 0.1% | -2.7% |
| Q3 | - | -4.1% | -4% | -0.6% | 10.4% | 0.2% | 9.7% | 4.6% | 4.9% | -5.5% |
| Q4 | - | 12.3% | 3.3% | 10.9% | 12% | 8.7% | -14.8% | 6% | -0.6% | 6.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2% | 6% | 2.3% | -0.8% | - | - | - | - | - | - | - | - |
| 2023 | 8% | -1.9% | 6.4% | 0.6% | 3.4% | 7% | 2.8% | -0.9% | -5.8% | -2.4% | 10.7% | 4.5% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 10% | 36% | -27% | 24% | 36% | 33% | 0% | 27% | 4% | 0% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CGJAX | 10% | 36% | -27% | 24% | 36% | 33% | - | 27% | 4% | - |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 17% | 0% | -0% | -3% | -1% | -2% | - | -1% | -1% | - |