Calvert US Large Cap Core Responsible Index Fund Class A
CSXAX
NASDAQ
| Weiss Ratings | CSXAX-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 | CSXAX-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 | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Calvert US Large Cap Core Responsible Index Fund Class A | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jun 30, 2000 | |||
| 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 | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.59% | |||
| Dividend | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.05% | |||
| Stock | 99.95% | |||
| U.S. Stock | 99.38% | |||
| Non-U.S. Stock | 0.57% | |||
| 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 | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.68% | |||
| 30-Day Total Return | 0.09% | |||
| 60-Day Total Return | 3.66% | |||
| 90-Day Total Return | 3.82% | |||
| Year to Date Total Return | 14.43% | |||
| 1-Year Total Return | 17.53% | |||
| 2-Year Total Return | 37.14% | |||
| 3-Year Total Return | 83.59% | |||
| 5-Year Total Return | 74.24% | |||
| Price | CSXAX-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 | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $62.22 | |||
| 1-Month Low NAV | $60.56 | |||
| 1-Month High NAV | $62.57 | |||
| 52-Week Low NAV | $50.17 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $63.31 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.07 | |||
| Standard Deviation | 14.08 | |||
| Balance Sheet | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.63B | |||
| Operating Ratios | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.49% | |||
| Turnover Ratio | 8.00% | |||
| Performance | CSXAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 24.11% | |||
| Last Bear Market Total Return | -17.47% | |||