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 (1), Gordon Wotherspoon (1) | |||
| 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 | 0.98% | |||
| Dividend | CSXRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.26% | |||
| Asset Allocation | CSXRX-NASDAQ | Click to Compare |
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| Cash | 0.22% | |||
| Stock | 99.78% | |||
| U.S. Stock | 99.36% | |||
| Non-U.S. Stock | 0.42% | |||
| 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 | 1.83% | |||
| 30-Day Total Return | -3.37% | |||
| 60-Day Total Return | -4.88% | |||
| 90-Day Total Return | -4.25% | |||
| Year to Date Total Return | -3.82% | |||
| 1-Year Total Return | 23.18% | |||
| 2-Year Total Return | 27.22% | |||
| 3-Year Total Return | 63.10% | |||
| 5-Year Total Return | 63.27% | |||
| 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 | $53.78 | |||
| 1-Month Low NAV | $51.63 | |||
| 1-Month High NAV | $56.04 | |||
| 52-Week Low NAV | $42.46 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $59.41 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | CSXRX-NASDAQ | Click to Compare |
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| Beta | 1.05 | |||
| Standard Deviation | 13.00 | |||
| Balance Sheet | CSXRX-NASDAQ | Click to Compare |
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| Total Assets | 5.55B | |||
| 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 | 21.22% | |||
| Last Bear Market Total Return | -17.44% | |||