Skip to Content

Calvert US Large Cap Growth Rspnb Idx I CGJIX

Analyst rating as of
NAV / 1-Day Return
51.61  /  0.10 %
Total Assets
308.8 Mil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
5.04 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.39%
Turnover
25%
Premium

Morningstar’s Analysis

Will CGJIX outperform in future?

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

Reasonable growth exposure for ESG investors.

Associate Analyst

Summary

| |

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.

Unlock our full analysis with Morningstar Premium