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Calvert US Large Cap Value Rspnb Idx I CFJIX

Analyst rating as of
NAV / 1-Day Return
29.66  /  0.75 %
Total Assets
1.8 Bil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
5.63 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
100,000
Status
Open
TTM Yield
1.54%
Turnover
34%

Morningstar’s Fund Analysis CFJIX

Will CFJIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Value finds with an ESG tilt.

Associate Analyst

Summary

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The Calvert US Large Cap Value Responsible Index strategy offers a broad portfolio of value-leaning stocks that abide by Calvert's environmental, social, and governance criteria at an attractive price tag. However, the fund's ESG-driven active bets may not always be compensated. Both of its share classes earn Morningstar Analyst Ratings of Bronze.

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