Calvert Large Cap E Fund Quote
| CSXRX Fund | USD 51.99 0.39 0.74% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Calvert Us is trading at 51.99 as of the 22nd of November 2024; that is 0.74% down since the beginning of the trading day. The fund's open price was 52.38. Calvert Us has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Calvert Large Cap E are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2023 and ending today, the 22nd of November 2024. Click here to learn more.
The fund normally invests at least 95 percent of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.. More on Calvert Large Cap E
Moving against Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Large Blend, Calvert Research and Management, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
Calvert Large Cap E [CSXRX] is traded in USA and was established 22nd of November 2024. Calvert Us is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Calvert Research and Management family. This fund currently has accumulated 1.95 B in assets under management (AUM) with no minimum investment requirementsCalvert Large Cap is currently producing year-to-date (YTD) return of 23.74% with the current yeild of 0.01%, while the total return for the last 3 years was 7.6%.
Check Calvert Us Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Large Cap E Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Large Cap E Mutual Fund Constituents
| GE | GE Aerospace | Stock | Industrials | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| PG | Procter Gamble | Stock | Consumer Staples |
Calvert Us Top Holders
| CCLAX | Calvert Conservative Allocation | Mutual Fund | Allocation--30% to 50% Equity | |
| CAGIX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CAAAX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CLAIX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CMAAX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CAACX | Calvert Aggressive Allocation | Mutual Fund | Allocation--85%+ Equity | |
| CMACX | Calvert Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| CALCX | Calvert Servative Allocation | Mutual Fund | Allocation--30% to 50% Equity |
Calvert Large Cap Risk Profiles
| Mean Deviation | 0.6082 | |||
| Semi Deviation | 0.7029 | |||
| Standard Deviation | 0.8279 | |||
| Variance | 0.6854 |
Calvert Us Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Us 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 Us security.
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