Summary
The fund seeks to track the performance of the benchmark index by investing in large-size companies in the United States.
The investment process is designed to track as closely as possible Calvert US Large-Cap Core 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 team uses fundamental research to review approximately 200 peer groups using over 300 key performance indicators to measure material environmental, social, and
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 | 1.08 % |
| Costco Wholesale Corp | 0.82 % |
| AbbVie Inc | 0.73 % |
| Salesforce Inc | 0.55 % |
| Wells Fargo & Co | 0.55 % |
| Thermo Fisher Scientific Inc | 0.51 % |
| Cisco Systems Inc | 0.44 % |
| Accenture PLC | 0.43 % |
| Intuit Inc | 0.41 % |
| NextEra Energy Inc | 0.38 % |
| More |
Documents
Performance
YTD
6.9%
3 Year
18.81%
5 Year
91.02%
Best
35.04%
2013
Worst
-39.7%
2008
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 10.1% | 8.2% | -7% | 4% | -18.3% | 14.2% | -0.1% | 6.6% | 0.4% | 1.8% |
| Q2 | -2.6% | 8.7% | -17.4% | 9.4% | 22.7% | 3.2% | 4.8% | 2.9% | 1.6% | 1.3% |
| Q3 | - | -4% | -4.4% | -0.5% | 9.6% | 0.7% | 8.4% | 4.1% | 4.8% | -7.2% |
| Q4 | - | 11.7% | 5.5% | 9.8% | 13.7% | 8.2% | -13.9% | 5.7% | 3.6% | 5.7% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.5% | 5.2% | 3.1% | -2.9% | - | - | - | - | - | - | - | - |
| 2023 | 7.3% | -2.1% | 3% | 0.6% | 1% | 7% | 3.2% | -1.8% | -5.3% | -2.8% | 10.1% | 4.4% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 7% | 26% | -23% | 24% | 25% | 31% | -4% | 21% | 11% | 1% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| CISIX | 7% | 26% | -23% | 24% | 25% | 31% | -4% | 21% | 11% | 1% |
| Russell 1000 Index | - | - | -19% | 25% | 19% | 29% | -7% | 19% | 10% | -1% |
| Alpha | 7% | 26% | -4% | -0% | 6% | 2% | 2% | 2% | 1% | 2% |