About CFJIX
Calvert US Large Cap Value Responsible Index Fund Class I is a mutual fund designed to track the performance of the Calvert US Large-Cap Value Responsible Index, which includes large-capitalization U.S. companies demonstrating value characteristics and adherence to robust environmental, social, and governance (ESG) criteria. This fund integrates Calvert's Principles for Responsible Investment, utilizing a proprietary research process to screen and rank companies on both financial value metrics and their ESG practices. As an institutional share class, it is tailored for investors seeking exposure to value-oriented U.S. equities while maintaining a focus on sustainability and responsible business conduct. The fund's portfolio is broadly diversified across sectors—such as financial services, consumer defensive, technology, communication services, and healthcare—with notable holdings including JPMorgan Chase & Co., Bank of America Corp, Walmart Inc., and Verizon Communications Inc. With total assets of approximately $1.8 billion and a competitive expense ratio, the fund plays a significant role in the responsible investment landscape by offering a cost-effective solution for those prioritizing ESG considerations without sacrificing exposure to large-cap value opportunities in the U.S. market.
Fund Family Calvert Research and Management
Category Large Value
Performance Rating Average
Risk Rating Above Average
Ticker Symbol CFJIX
Share Class Class I
Index Russell 1000 Value TR
CFJIX had a total return of 19.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.29%.
