Calvert US Large Cap Growth Rspnb Idx A
CGJAX
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- Calvert US Large Cap Growth Responsible Index Fund (CGJAX) is an open-end mutual fund that employs a passive management strategy to track the performance of the Calvert US Large-Cap Growth Responsible Index, a portfolio of large-capitalization U.S. stocks exhibiting growth characteristics and meeting Calvert's criteria for responsible investment based on the Calvert Principles for Responsible Investment. The fund invests in the common stock of each index constituent in approximately the same proportion as its weighting in the index, which is reconstituted annually and rebalanced quarterly; it holds approximately 561 securities with top holdings including NVIDIA Corp., Apple Inc., Microsoft Corp., Amazon.com Inc., and Alphabet Inc. Class A shares (CGJAX) feature a net expense ratio of 0.49%, a front-end load of 4.75%, and a minimum initial investment of $5,000, while related share classes include Class I (CGJIX, net expense ratio 0.24%, $1 million minimum) and Class R6 (CLGRX). The fund targets investors seeking exposure to large-cap growth equities with environmental, social, and governance (ESG) considerations, primarily through U.S. stocks (over 99% allocation), spanning sectors such as technology (46%), consumer cyclical, industrials, financial services, and healthcare. Launched on June 19, 2015, the fund is managed by Calvert Research and Management, a subsidiary of Eaton Vance Management within Morgan Stanley Investment Management, with current portfolio managers including Gordon Wotherspoon and Jennifer Mihara (since July 2024). Calvert Research and Management, founded in 1976 and headquartered at 2050 M Street NW, Suite 200, Washington, DC, pioneered responsible investing with over 40 years of experience, managing $51 billion in total assets across 58 ESG index and fund offerings as of late 2025. The firm operates globally but focuses this fund on U.S. large-cap markets, serving individual, advisor, institutional, and retirement plan investors. Recent developments include Morgan Stanley's completed acquisition of Eaton Vance (Calvert's parent) in March 2021 for $7 billion, enhancing distribution and capabilities for Calvert's responsible investment strategies. In December 2024, Calvert's Chief Investment Officer reaffirmed the firm's unwavering commitment to responsible investing amid evolving global regulatory and political landscapes. Manager transitions occurred in July 2024 with Gordon Wotherspoon and Jennifer Mihara taking over, alongside ongoing proxy voting aligned with long-term sustainability goals into 2025. As of September 2025, the fund's total net assets reached $774.59 million.