Calvert US Large Cap Core Rspnb Idx R6
CSXRX
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
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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
- Bethesda, MD 20814 Bethesda MD United States of America 20814
- IPO Date
- Oct 6, 2017
- CIK
- 0001105446
- Website
- calvert.com
- Similar Companies
- Business
- Calvert US Large-Cap Core Responsible Index Fund (CSXRX) is a mutual fund that seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which measures the investment return of large-capitalization stocks from 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, providing investors with broad exposure to U.S. large-cap equities across sectors such as technology (37.47%), financial services (13.59%), healthcare (9.85%), industrials (9.51%), and consumer cyclical (9.34%); top holdings include NVIDIA Corp (7.67%), Apple Inc (6.54%), Microsoft Corp (6.17%), Alphabet Inc (4.90%), and Amazon.com Inc (3.90%), representing 29.18% of the portfolio. Launched on October 3, 2017, as a Class R6 share designed for retirement plans and institutional investors with a minimum initial investment of $5 million, the fund features a low net expense ratio of 0.19%, daily pricing, and total net assets exceeding $6 billion, with the R6 share class comprising approximately $1.91 billion. It is domiciled in the United States and available primarily to U.S. investors, emphasizing a large-blend investment style with 99.57% allocation to U.S. stocks. Calvert US Large-Cap Core Responsible Index Fund is managed by Calvert Research and Management, founded in 1976 and headquartered in Bethesda, Maryland, a subsidiary of Morgan Stanley following the 2017 acquisition of Calvert Investment Management by Eaton Vance and Morgan Stanley's subsequent $7 billion purchase of Eaton Vance in 2021. Calvert Research and Management specializes in responsible investing across equity, fixed income, and multi-asset strategies, leveraging proprietary ESG research and the Calvert Principles to evaluate financially material environmental, social, and governance factors. Recent management changes include the appointment of Gordon Wotherspoon and Jennifer Mihara as co-portfolio managers effective July 1, 2024, overseeing the fund's strategy amid sustained growth in assets under management. The fund maintains its passive indexing approach with minor active optimizations for ESG alignment, supporting ongoing expansion in responsible investment offerings as Calvert integrates advanced sustainability data and engages in corporate governance initiatives. No major acquisitions, funding rounds, or structural reorganizations have been reported for the fund in the last 1-2 years, reflecting stability within Morgan Stanley's broader platform.