Morningstar

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF CDEI

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis CDEI

Will CDEI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDEI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDEI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDEI’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert US Large-Cp Div, Eq AndIncETF holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings CDEI

More CDEI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.65 2M
Technology

Apple Inc

8.88 2M
Technology

Microsoft Corp

7.31 1M
Technology

Alphabet Inc Class A

7.21 1M
Communication Services

Advanced Micro Devices Inc

4.03 755,501
Technology

Eli Lilly and Co

3.37 631,268
Healthcare

JPMorgan Chase & Co

3.12 584,731
Financial Services

Visa Inc Class A

2.49 466,366
Financial Services

Intel Corp

2.20 412,920
Technology

AbbVie Inc

1.87 349,866
Healthcare

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