About CLVRX
The Calvert US Large-Cap Value Responsible Index Fund Class R6 is an open-end mutual fund that pursues a passive management strategy, seeking to replicate the performance of the Calvert US Large-Cap Value Responsible Index. This fund is designed to provide broad exposure to large-cap US companies exhibiting value characteristics while adhering to rigorous environmental, social, and governance (ESG) criteria established by Calvert Research and Management. By focusing on the largest 1,000 US companies, the fund selects a subset based on value factors and screens out businesses not meeting its responsible investment standards. Major sectors represented include financial services, consumer defensive, technology, healthcare, and communication services, with top holdings featuring companies such as JPMorgan Chase & Co., Walmart, IBM, and Procter & Gamble. The fund is positioned within the large value category, offering investors a means to access value equities with an ESG focus. Its low expense ratio underscores its cost efficiency for retirement and institutional investors seeking responsible investing solutions on a large scale.
Fund Family Calvert Research and Management
Category Large Value
Performance Rating Above Average
Risk Rating High
Stock Exchange Nasdaq
Ticker Symbol CLVRX
Share Class Class R6
Index Calvert US Large Cap Value Responsible TR USD
CLVRX had a total return of 25.91% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.52%.
