Calvert Large Cap Fund Quote

CGJIX Fund  USD 75.83  0.57  0.75%   

Performance

Weakest

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Large is trading at 75.83 as of the 30th of January 2026; that is 0.75 percent decrease since the beginning of the trading day. The fund's open price was 76.4. Calvert Large has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of November 2025 and ending today, the 30th of January 2026. Click here to learn more.
The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. Calvert US is traded on NASDAQ Exchange in the United States. More on Calvert Large Cap

Moving together with Calvert Mutual Fund

  0.85VIGAX Vanguard Growth IndexPairCorr

Moving against Calvert Mutual Fund

  0.46XNBHX Neuberger Berman IntPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationLarge Growth, Calvert Research and Management, Large Growth, Large Growth (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of February 2025
Fiscal Year EndSeptember
Calvert Large Cap [CGJIX] is traded in USA and was established 30th of January 2026. The fund is listed under Large Growth category and is part of Calvert Research and Management family. This fund currently has accumulated 940.62 M in assets under management (AUM) with no minimum investment requirementsCalvert Large Cap is currently producing year-to-date (YTD) return of 0.5% with the current yeild of 0.0%, while the total return for the last 3 years was 23.56%.
Check Calvert Large Probability Of Bankruptcy

Instrument Allocation

Calvert Large Top Holders

CCLAXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CAGIXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAAAXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CLAIXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CMAAXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CAACXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CMACXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CALCXCalvert Servative AllocationMutual FundAllocation--30% to 50% Equity
More Details

Calvert Large Cap Risk Profiles

Calvert Large Against Markets

Calvert Mutual Fund Analysis Notes

The fund generated five year return of 12.0%. Calvert Large Cap holds 99.33% of assets under management (AUM) in equities. This fund last dividend was 0.22 per share. Large Growth For more info on Calvert Large Cap please contact the company at 800-368-2745.

Calvert Large Cap Investment Alerts

Calvert Large Cap generated a negative expected return over the last 90 days
The fund holds 99.33% of its assets under management (AUM) in equities

Top Calvert Large Cap Mutual Fund Constituents

Institutional Mutual Fund Holders for Calvert Large

Have you ever been surprised when a price of an equity instrument such as Calvert Large is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Calvert Large Cap backward and forwards among themselves. Calvert Large's institutional investor refers to the entity that pools money to purchase Calvert Large's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
CCLAXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CAGIXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CAAAXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CLAIXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CMAAXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CAACXCalvert Aggressive AllocationMutual FundAllocation--85%+ Equity
CMACXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CALCXCalvert Servative AllocationMutual FundAllocation--30% to 50% Equity
More Details
Note, although Calvert Large's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Calvert Large Outstanding Bonds

Calvert Large issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Large Cap uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Large Cap has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Calvert Large Predictive Daily Indicators

Calvert Large intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Large mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Calvert Large Forecast Models

Calvert Large's time-series forecasting models are one of many Calvert Large's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Large's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Other Information on Investing in Calvert Mutual Fund

Calvert Large financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Large security.
Equity Search
Search for actively traded equities including funds and ETFs from over 30 global markets
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Bollinger Bands
Use Bollinger Bands indicator to analyze target price for a given investing horizon
ETFs
Find actively traded Exchange Traded Funds (ETF) from around the world