About CGJIX
The Calvert US Large-Cap Growth Responsible Index Fund Class I is a mutual fund designed to mirror the performance of the Calvert US Large-Cap Growth Responsible Index. This index is composed of the largest U.S. companies with growth characteristics, screened according to strict environmental, social, and governance (ESG) criteria as defined by the Calvert Principles for Responsible Investment. The fund employs a passive, index-tracking strategy, holding constituent stocks in proportions that match their index weights. It provides investors with diversified exposure to the U.S. large-cap growth sector while integrating responsible investing practices, notably focusing on companies assessed for leadership in ESG performance. The portfolio features a broad mix of leading technology, consumer, and healthcare firms, with prominent holdings such as Apple, NVIDIA, Microsoft, and Alphabet. Managed by Calvert Research and Management, a recognized leader in responsible investing, the fund is intended for institutional investors seeking both market growth potential and a commitment to responsible corporate practices within their equity allocation.
Fund Family Calvert Research and Management
Category Large-Cap Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CGJIX
Share Class Class I
Index Russell 1000 Growth TR
CGJIX had a total return of 14.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.66%.
