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Calvert US Large Cap Core Rspnb Idx I CISIX

Analyst rating as of
NAV / 1-Day Return
37.87  /  0.21 %
Total Assets
4.1 Bil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
5.63 years
Category
Large Blend
Investment Style
Large Growth
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.93%
Turnover
10%

Morningstar’s Fund Analysis CISIX

Will CISIX outperform in future?

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

Large-cap exposure with an ESG lens.

Associate Analyst

Summary

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Calvert US Large Cap Core Responsible Index fund sweeps in large U.S. companies that are consistent with Calvert’s Principles for Responsible Investments. It makes some small active bets, but its diversified portfolio and low expense ratio should still preserve its performance edge. All share classes receive Morningstar Analyst Ratings of Bronze.

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