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Calvert US Large Cap Core Rspnb Idx I CISIX

Analyst rating as of
NAV / 1-Day Return
40.07  /  1.06 %
Total Assets
5.3 Bil
Adj. Expense Ratio
0.240%
Expense Ratio
0.240%
Fee Level
Low
Longest Manager Tenure
5.05 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
100,000
Status
Open
TTM Yield
0.78%
Turnover
10%
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Morningstar’s Analysis

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 US companies that are consistent with Calvert’s Principles for Responsible Investments. It makes some active bets, but a diversified portfolio and low expense ratio should provide a performance edge. On balance, all share classes receive a Morningstar Analyst Rating of Bronze.

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