Calvert US Large Cap Growth Responsible Index Fund Class R6
CLGRX
NASDAQ
| Weiss Ratings | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Jennifer Mihara (2), Gordon Wotherspoon (2) | |||
| Website | http://www.calvert.com | |||
| Fund Information | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Calvert US Large Cap Growth Responsible Index Fund Class R6 | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Feb 01, 2022 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.49% | |||
| Dividend | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.72% | |||
| Asset Allocation | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.08% | |||
| Stock | 99.92% | |||
| U.S. Stock | 99.54% | |||
| 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 | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -2.95% | |||
| 30-Day Total Return | -4.70% | |||
| 60-Day Total Return | -3.47% | |||
| 90-Day Total Return | -4.31% | |||
| Year to Date Total Return | 7.33% | |||
| 1-Year Total Return | 7.24% | |||
| 2-Year Total Return | 28.75% | |||
| 3-Year Total Return | 75.09% | |||
| 5-Year Total Return | 58.01% | |||
| Price | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $80.58 | |||
| 1-Month Low NAV | $79.95 | |||
| 1-Month High NAV | $85.70 | |||
| 52-Week Low NAV | $68.00 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $85.70 | |||
| 52-Week High Price (Date) | Oct 06, 2026 | |||
| Beta / Standard Deviation | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.16 | |||
| Standard Deviation | 14.60 | |||
| Balance Sheet | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.02B | |||
| Operating Ratios | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.21% | |||
| Turnover Ratio | 30.00% | |||
| Performance | CLGRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.87% | |||
| Last Bear Market Total Return | -19.62% | |||