Calvert US Large Cap Growth Responsible Index Fund Class A
CGJAX
NASDAQ
| Weiss Ratings | CGJAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CGJAX-NASDAQ | Click to Compare |
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| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Jennifer Mihara (2), Gordon Wotherspoon (2) | |||
| Website | http://www.calvert.com | |||
| Fund Information | CGJAX-NASDAQ | Click to Compare |
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| Fund Name | Calvert US Large Cap Growth Responsible Index Fund Class A | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 19, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.05 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CGJAX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.19% | |||
| Dividend | CGJAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.69% | |||
| Asset Allocation | CGJAX-NASDAQ | Click to Compare |
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| Cash | 0.27% | |||
| Stock | 99.73% | |||
| U.S. Stock | 99.35% | |||
| Non-U.S. Stock | 0.38% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CGJAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.77% | |||
| 30-Day Total Return | 1.02% | |||
| 60-Day Total Return | 4.79% | |||
| 90-Day Total Return | 4.50% | |||
| Year to Date Total Return | 11.95% | |||
| 1-Year Total Return | 13.64% | |||
| 2-Year Total Return | 34.40% | |||
| 3-Year Total Return | 83.72% | |||
| 5-Year Total Return | 74.19% | |||
| Price | CGJAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CGJAX-NASDAQ | Click to Compare |
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| Nav | $83.45 | |||
| 1-Month Low NAV | $80.54 | |||
| 1-Month High NAV | $83.45 | |||
| 52-Week Low NAV | $67.46 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $84.41 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CGJAX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 15.10 | |||
| Balance Sheet | CGJAX-NASDAQ | Click to Compare |
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| Total Assets | 1.07B | |||
| Operating Ratios | CGJAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.49% | |||
| Turnover Ratio | 30.00% | |||
| Performance | CGJAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.57% | |||
| Last Bear Market Total Return | -19.70% | |||