About CGJAX
The Calvert US Large-Cap Growth Responsible Index Fund Class A is a passively managed mutual fund designed to mirror the performance of the Calvert US Large-Cap Growth Responsible Index. This index comprises large-capitalization U.S. companies with strong growth characteristics that also satisfy Calvert’s rigorous environmental, social, and governance (ESG) criteria, as outlined in the Calvert Principles for Responsible Investment. The fund employs a full-replication strategy, investing in the common stocks of each index component in weights similar to those of the index itself. Its portfolio typically includes leading technology, consumer cyclical, healthcare, and financial services companies, providing investors with broad exposure to growth-oriented U.S. equities. Calvert’s proprietary research methodology evaluates ESG factors across hundreds of performance indicators, ensuring that only companies meeting their responsible investment standards are included. The fund’s role in the market is to serve investors who seek both large-cap growth equity exposure and a commitment to responsible investing practices, enabling them to align financial objectives with sustainability considerations.
Fund Family Calvert Research and Management
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CGJAX
Share Class Class A
Index Russell 1000 Growth TR
CGJAX had a total return of 13.84% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.35%.
