Calvert US Large Cap Core Responsible Index Fund Class R6
CSXRX
NASDAQ
| Weiss Ratings | CSXRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CSXRX-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 | CSXRX-NASDAQ | Click to Compare |
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| Fund Name | Calvert US Large Cap Core Responsible Index Fund Class R6 | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 03, 2017 | |||
| 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 | CSXRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.82% | |||
| Dividend | CSXRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | CSXRX-NASDAQ | Click to Compare |
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| 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 | CSXRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.29% | |||
| 30-Day Total Return | -1.69% | |||
| 60-Day Total Return | 2.08% | |||
| 90-Day Total Return | 0.70% | |||
| Year to Date Total Return | 13.10% | |||
| 1-Year Total Return | 16.82% | |||
| 2-Year Total Return | 35.68% | |||
| 3-Year Total Return | 77.47% | |||
| 5-Year Total Return | 73.09% | |||
| Price | CSXRX-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 | CSXRX-NASDAQ | Click to Compare |
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| Nav | $63.25 | |||
| 1-Month Low NAV | $62.41 | |||
| 1-Month High NAV | $64.48 | |||
| 52-Week Low NAV | $51.63 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $65.23 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CSXRX-NASDAQ | Click to Compare |
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| Beta | 1.07 | |||
| Standard Deviation | 14.08 | |||
| Balance Sheet | CSXRX-NASDAQ | Click to Compare |
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| Total Assets | 6.63B | |||
| Operating Ratios | CSXRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.19% | |||
| Turnover Ratio | 8.00% | |||
| Performance | CSXRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.44% | |||
| Last Bear Market Total Return | -17.44% | |||