The Calvert US Large Cap Growth Responsible Index strategy provides exposure to large-cap growth stocks with an environmental, social, and governance-orientation. Despite a broad and diversified portfolio, the fund still carries some ESG-driven active bets that might not be adequately compensated. Both share classes earn a Morningstar Analyst Rating of Bronze.
Will CGJIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CGJIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CGJIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CGJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.