Calvert US Large Cap Growth Responsible Index Fund Class I
CGJIX
NASDAQ
| Weiss Ratings | CGJIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CGJIX-NASDAQ | Click to Compare |
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| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Jennifer Mihara (1), Gordon Wotherspoon (1) | |||
| Website | http://www.calvert.com | |||
| Fund Information | CGJIX-NASDAQ | Click to Compare |
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| Fund Name | Calvert US Large Cap Growth Responsible Index Fund Class I | |||
| 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 | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CGJIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.45% | |||
| Dividend | CGJIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.82% | |||
| Asset Allocation | CGJIX-NASDAQ | Click to Compare |
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| Cash | 0.23% | |||
| Stock | 99.77% | |||
| U.S. Stock | 99.44% | |||
| Non-U.S. Stock | 0.33% | |||
| 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 | CGJIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.80% | |||
| 30-Day Total Return | -3.55% | |||
| 60-Day Total Return | -5.49% | |||
| 90-Day Total Return | -5.68% | |||
| Year to Date Total Return | -5.53% | |||
| 1-Year Total Return | 22.82% | |||
| 2-Year Total Return | 26.21% | |||
| 3-Year Total Return | 67.59% | |||
| 5-Year Total Return | 68.64% | |||
| Price | CGJIX-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 | CGJIX-NASDAQ | Click to Compare |
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| Nav | $71.14 | |||
| 1-Month Low NAV | $68.20 | |||
| 1-Month High NAV | $74.32 | |||
| 52-Week Low NAV | $55.04 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $78.72 | |||
| 52-Week High Price (Date) | Oct 29, 2025 | |||
| Beta / Standard Deviation | CGJIX-NASDAQ | Click to Compare |
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| Beta | 1.12 | |||
| Standard Deviation | 13.39 | |||
| Balance Sheet | CGJIX-NASDAQ | Click to Compare |
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| Total Assets | 946.17M | |||
| Operating Ratios | CGJIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.24% | |||
| Turnover Ratio | 30.00% | |||
| Performance | CGJIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 21.98% | |||
| Last Bear Market Total Return | -19.63% | |||