CFJIX : Calvert US Large Cap Value Responsible Index Fund Class I

CFJIX is a US Stocks Market Large Value index fund with LOW fees.

CFJIX

Calvert US Large Cap Value Responsible Index Fund Class I

FI Score

71 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

5 /10

Category Score

8 /10

Market Size

5 /10

71% FI Score
  • cfjix
  • Mutual Fund
  • US Stocks
  • Large Value

Calvert US Large Cap Value Responsible Index Fund Class I

Expenses: 0.23% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks to track the performance of the Calvert US Large-Cap Value Responsible Index, which measures the investment return of large-capitalization stocks. The fund employs a passive management strategy designed to track, as closely as possible, the performance of the index. It invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index.

Largest Holdings

Amount Holding
3.18% JPMorgan Chase & Co
2.64% Verizon Communications Inc
2.51% Apple Inc
2.47% AT&T Inc
2.28% Intel Corp
2.18% Bank of America Corp
1.92% Procter & Gamble Co
1.78% Cisco Systems Inc
1.62% Walmart Inc
1.43% Comcast Corp Class A
1.41% Coca-Cola Co
1.33% The Walt Disney Co
1.32% Pfizer Inc
1.31% PepsiCo Inc
1.25% International Business Machines Corp
1.24% Gilead Sciences Inc
1.10% Citigroup Inc
1.04% Amgen Inc
1.04% CVS Health Corp
0.92% Merck & Co Inc
0.84% Costco Wholesale Corp
0.74% BlackRock Inc
0.72% Caterpillar Inc
0.71% Oracle Corp
0.71% U.S. Bancorp

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