CISIX : Calvert US Large Cap Core Responsible Index Fund Class I

CISIX is a US Stocks Market Large Blend index fund with LOW fees.

CISIX

Calvert US Large Cap Core Responsible Index Fund Class I

FI Score

81 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

7 /10

Category Score

10 /10

Market Size

7 /10

81% FI Score
  • cisix
  • Mutual Fund
  • US Stocks
  • Large Blend

Calvert US Large Cap Core Responsible Index Fund Class I

Expenses: 0.22% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which measures the investment return of large-capitalization stocks. The fund normally invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

Largest Holdings

Amount Holding
5.25% Microsoft Corp
4.95% Apple Inc
3.72% Amazon.com Inc
3.13% Alphabet Inc A
1.34% Visa Inc Class A
1.32% JPMorgan Chase & Co
1.31% Procter & Gamble Co
1.17% Intel Corp
1.13% Verizon Communications Inc
1.06% Mastercard Inc A
1.05% AT&T Inc
1.01% Merck & Co Inc
0.97% The Home Depot Inc
0.94% Pfizer Inc
0.92% Bank of America Corp
0.89% The Walt Disney Co
0.88% PepsiCo Inc
0.87% Coca-Cola Co
0.86% Cisco Systems Inc
0.83% Netflix Inc
0.80% Comcast Corp Class A
0.79% Adobe Inc
0.79% NVIDIA Corp
0.77% Abbott Laboratories
0.76% Walmart Inc

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