Calvert US Large Cap Growth Rspnb Idx I
CGJIX
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- Calvert US Large Cap Growth Responsible Index Fund (Class I) (CGJIX) is a passively managed open-end mutual fund that seeks to track the performance of the Calvert US Large-Cap Growth Responsible Index, comprising large-capitalization U.S. growth stocks selected for consistency with the Calvert Principles for Responsible Investment. The fund invests at least 95% of its net assets in common stocks of index constituents, employing a full replication strategy to mirror index weightings across sectors such as technology (approximately 46.5%), consumer cyclical, industrials, healthcare, and financial services; it holds around 561-569 securities with an average market capitalization of $1.45 trillion. Offered through multiple share classes including Class I (minimum investment $100,000, net expense ratio 0.24%), Class A (net expense ratio 0.49%), and Class R6, the fund targets institutional and retail investors focused on large-growth equity with environmental, social, and governance (ESG) integration. Calvert Research and Management, the fund's adviser and a subsidiary of Morgan Stanley Investment Management, was founded in 1976 and is headquartered in Washington, DC. The firm specializes in responsible investing, managing diversified strategies in equity, fixed income, and multi-asset classes with over $17 billion in assets historically, emphasizing ESG best practices, shareholder engagement, and capital allocation for long-term returns. Launched on June 19, 2015, and domiciled in the United States, CGJIX operates primarily in U.S. equity markets, with total net assets of approximately $847 million and share class assets of $592 million as of mid-2024. Recent developments include a July 2024 management transition, with Gordon Wotherspoon and Jennifer Mihara assuming portfolio management roles. In July 2024, Morgan Stanley Investment Management made its inaugural $25,000 contribution to America Needs You via proceeds linked to the Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF, underscoring ongoing ESG commitments. In September 2025, Morgan Stanley Investment Management announced the liquidation of the Calvert US Select Equity ETF (CVSE), part of portfolio optimization efforts, while Calvert continues expanding its responsible index suite, including integrations from Eaton Vance funds transitioned to the Calvert platform in 2023. The index undergoes annual reconstitution and quarterly rebalancing to maintain alignment with growth characteristics and Calvert Principles.