Calvert US Large-Cap Core Responsible Index Fund
CISIX
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- Calvert US Large-Cap Core Responsible Index Fund (CISIX) is an open-end mutual fund that seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which measures the investment performance of the largest US companies screened for responsible investment criteria, including environmental, social, and governance (ESG) factors. The fund invests at least 80% of its net assets in equity securities comprising the index or representative of its characteristics, such as large-cap US stocks selected for strong financial profiles and positive ESG ratings; it employs a passive indexing approach with full or optimized replication strategies to minimize tracking error. Managed by Calvert Research and Management, a subsidiary of Eaton Vance Management focused on sustainable investing, the fund offers institutional and retail share classes with expense ratios around 0.29% for institutional shares. The fund targets institutional investors, financial advisors, and individual investors seeking ESG-integrated exposure to the US large-cap equity market; it operates primarily in the United States with investments in domestic companies across sectors like technology, healthcare, financials, and consumer discretionary. Calvert, founded in 1976 under the Calvert Funds umbrella and headquartered in Washington, D.C., provides a range of responsible investment products including mutual funds, ETFs, and separately managed accounts emphasizing sustainability themes. In recent developments, the fund benefited from Calvert's 2022 acquisition by Eaton Vance (Morgan Stanley Investment Management), enhancing distribution and research capabilities; it launched share class expansions and integrated advanced ESG data analytics in 2024 to refine index methodologies amid growing demand for climate-focused screening. No major reorganizations or name changes have occurred in the last two years, though Calvert announced strategic alliances with data providers for improved impact reporting in late 2024.