CGJAX : Calvert US Large Cap Growth Responsible Index Fund Class A

CGJAX is a US Stocks Market Large Growth index fund with LOW fees.

CGJAX

Calvert US Large Cap Growth Responsible Index Fund Class A

FI Score

52 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

52% FI Score
  • cgjax
  • Mutual Fund
  • US Stocks
  • Large Growth

Calvert US Large Cap Growth Responsible Index Fund Class A

Expenses: 0.51% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to track the performance of the Calvert US Large-Cap Growth 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
8.58% Microsoft Corp
6.57% Apple Inc
6.04% Amazon.com Inc
4.56% Alphabet Inc A
2.15% Visa Inc Class A
1.68% Mastercard Inc A
1.57% The Home Depot Inc
1.33% Netflix Inc
1.27% NVIDIA Corp
1.26% Adobe Inc
1.13% Abbott Laboratories
1.09% Merck & Co Inc
1.02% Eli Lilly and Co
1.02% Salesforce.com Inc
0.97% Thermo Fisher Scientific Inc
0.90% Accenture PLC Class A
0.89% Procter & Gamble Co
0.84% AbbVie Inc
0.84% PayPal Holdings Inc
0.79% Texas Instruments Inc
0.77% Broadcom Inc
0.75% NextEra Energy Inc
0.72% Pfizer Inc
0.71% Bristol-Myers Squibb Company
0.70% Starbucks Corp

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