Calvert US Large Cap Core Responsible Index Fund Class C
CSXCX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1825 Connecticut Avenue Nw Washington DC United States of America 20009
- IPO Date
- Jun 30, 2000
- CIK
- 0001105446
- Website
- calvert.com
- Similar Companies
- Business
- Calvert US Large Cap Core Responsible Index Fund Class C (CSXCX) is an open-end mutual fund that seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, investing at least 95% of its net assets in securities included in the index, which comprises large-cap US companies aligned with Calvert's Principles for Responsible Investment incorporating environmental, social, and governance (ESG) criteria. The fund offers multiple share classes including Class A (CSXAX), Class C (CSXCX), Class I (CISIX), and Class R6 (CSXRX), with a net expense ratio of 1.24% for Class C; it maintains a diversified portfolio heavily weighted toward US stocks (99.46%), with top sectors including technology (34.83%), financial services (14.84%), and healthcare (10.11%), and top holdings such as NVIDIA Corp, Microsoft Corp, Apple Inc, Amazon.com Inc, and Alphabet Inc. Launched on June 30, 2000, and domiciled in the United States, the fund is managed by Calvert Research and Management, with Gordon Wotherspoon and Jennifer Mihara as portfolio managers since July 1, 2024; total net assets stand at approximately $5.94 billion, with Class C assets at $72.54 million. Calvert Research and Management, the fund's adviser, operates as part of Morgan Stanley Investment Management following the 2021 acquisition of Eaton Vance Corp., which had previously acquired Calvert's business assets in 2019, enhancing its scale and distribution capabilities in responsible investing. Recent developments include the expansion of Calvert-branded ETFs, such as the Calvert US Large-Cap Core Responsible Index ETF launched in 2023 as part of Morgan Stanley's ETF platform now exceeding 18 funds and $9 billion in assets, alongside new fixed income and equity strategies under Eaton Vance and Parametric brands; in 2024, leadership transitions occurred across Calvert and affiliated platforms amid ongoing integration post-acquisition. The fund remains available primarily to US investors through platforms like brokerage accounts, with minimum initial investments of $5,000 for Class C and daily pricing.