Calvert US Large-Cap Value Responsible Index Fund Class A is a mutual fund designed to track the performance of the Calvert US Large-Cap Value Responsible Index, which measures the investment return of large-capitalization value stocks in the United States. Its primary objective is to provide exposure to large-cap companies that demonstrate strong value characteristics while adhering to established environmental, social, and governance (ESG) criteria. The fund’s strategy combines traditional value investing with a responsible investment approach, systematically screening companies based on Calvert’s proprietary ESG research framework. This means holdings are selected not only for their financial fundamentals, but also for their adoption of sustainable business practices and positive societal impact. The portfolio is broadly diversified across major sectors such as financials, technology, healthcare, and consumer goods, reflecting the characteristics of the US large-cap value segment. By focusing on responsible investing, the fund appeals to investors who seek to align their portfolios with ESG values without sacrificing exposure to well-established companies. The fund is managed by Calvert Research and Management, a leader in sustainable investing and part of Morgan Stanley Investment Management.
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