About CSXAX
The Calvert US Large-Cap Core Responsible Index Fund Class A is an open-end mutual fund designed to mirror the performance of the Calvert US Large-Cap Core Responsible Index. This index comprises large-cap U.S. companies that meet rigorous environmental, social, and governance (ESG) criteria based on the Calvert Principles for Responsible Investment. The fund offers diversified exposure across prominent sectors such as technology, financials, healthcare, and consumer discretionary, with major holdings including industry leaders like Apple, Microsoft, and NVIDIA. Through a rules-based selection process and proprietary ESG research, the fund maintains a broad portfolio—typically with around 800 holdings—that is reconstituted annually and rebalanced quarterly. Its primary purpose is to provide investors with access to large-cap U.S. equities while emphasizing responsible investment practices, reflecting the growing market significance of sustainable and impact-driven investment strategies. The fund is managed by Calvert Research and Management, a recognized leader in responsible investing, and is positioned within the "large blend" category, appealing to those seeking mainstream equity exposure with a focus on ESG considerations.
Fund Family Calvert Research and Management
Category Large Blend
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CSXAX
Share Class Class A
Index Russell 1000 TR USD
CSXAX had a total return of 21.93% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.35%.
