About CSXRX
The Calvert US Large-Cap Core Responsible Index Fund Class R6 is an open-end mutual fund that aims to mirror the performance of the Calvert US Large-Cap Core Responsible Index. This index is comprised of large-capitalization U.S. companies that meet strict environmental, social, and governance (ESG) standards, in line with the Calvert Principles for Responsible Investment. The fund provides broad exposure to the U.S. equity market, primarily holding common stocks from the largest 1,000 publicly traded U.S. companies, with a portfolio typically consisting of approximately 800 holdings. Sector representation is diverse, with notable allocations to information technology, financials, healthcare, and consumer discretionary industries. The fund’s methodology emphasizes float-adjusted market capitalization within sectors while adhering to ESG-related constraints, ensuring that portfolio companies operate responsibly. Managed by Calvert Research and Management, recognized for its ESG leadership, the fund targets investors seeking large-cap U.S. equity exposure that incorporates responsible investment principles, offering a low expense ratio and a low-turnover, diversified portfolio structure.
Fund Family Calvert Research and Management
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CSXRX
Share Class Class R6
Index Russell 1000 TR USD
CSXRX had a total return of 22.27% in the past year, including dividends. Since the fund's
inception, the average annual return has been 15.10%.
