Calvert US Large Cap Core Rspnb Idx A
CSXAX
NASDAQ- -
USD
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- Biography
- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Bethesda, MD 20814 Los Angeles CA United States of America 90025
- IPO Date
- Jun 30, 2000
- CIK
- 0001105446
- Website
- sbam.com
- Similar Companies
- Business
- Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) is an open-end mutual fund that seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, measuring the investment return of large-capitalization stocks issued by companies operating in a manner consistent with the Calvert Principles for Responsible Investment. The fund normally invests at least 95% of its net assets in securities included in the index, which applies environmental, social, and governance (ESG) criteria to a universe benchmarked against the Russell 1000 Index; it offers Class A shares with a front-end load, a net expense ratio of 0.49%, and a minimum initial investment of $5,000. Launched on June 30, 2000, the fund provides exposure to a diversified portfolio of approximately 792 equity holdings, primarily U.S. large-cap blend stocks such as Apple Inc., Microsoft Corp., and NVIDIA Corp., which comprise over 32% of assets, with low turnover of 12% and a focus on sustainable investment practices. Managed by Calvert Research and Management, a wholly owned subsidiary of Morgan Stanley Investment Management headquartered in Washington, D.C., the fund benefits from the firm's expertise in responsible investing dating back to 1982. Calvert Research and Management oversees a broad suite of actively and passively managed strategies across equity, fixed income, alternatives, and multi-asset classes, with total assets under management exceeding $36 billion as of mid-2023, targeting individual, institutional, and advisory clients seeking ESG-integrated returns. The fund operates principally in the United States, with nearly 100% allocation to U.S. stocks and negligible non-U.S. exposure. In recent developments, portfolio management transitioned to Gordon Wotherspoon and Jennifer Mihara effective July 1, 2024, ensuring continued alignment with responsible investment objectives. Calvert Research and Management launched three new actively managed equity mutual funds in September 2023—Calvert Global Equity Fund, Calvert Global Small-Cap Equity Fund, and Calvert Small/Mid-Cap Fund—expanding its U.S. offerings with ESG-focused strategies that succeeded Eaton Vance funds and incorporated enhanced responsible investment mandates. These expansions reflect ongoing integration following Morgan Stanley's 2021 acquisition of Eaton Vance, bolstering Calvert's platform for global responsible investing across share classes and regions.