Morningstar

Calvert US Large Cap Core Responsible Index Fund Class R6 CSXRX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 63.36  /  +0.74 %
  • Total Assets 6.5B
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.83%
  • Turnover 8%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 9:00 PM GMT+0

Morningstar’s Analysis CSXRX

Will CSXRX 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 CSXRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSXRX 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 CSXRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Large-cap exposure with an ESG lens.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Large Cap Core Responsible Index Fund sweeps in large US companies that are consistent with Calvert’s Principles for Responsible Investments. It makes some small active bets, but its diversified portfolio and low expense ratio should preserve a performance edge.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings CSXRX

More CSXRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.83 442M
Technology

Apple Inc

6.65 430M
Technology

Alphabet Inc Class A

5.67 367M
Communication Services

Microsoft Corp

5.03 326M
Technology

Amazon.com Inc

3.97 257M
Consumer Cyclical

Broadcom Inc

2.72 176M
Technology

Eli Lilly and Co

1.55 100M
Healthcare

JPMorgan Chase & Co

1.52 99M
Financial Services

Micron Technology Inc

1.46 94M
Technology

Advanced Micro Devices Inc

1.25 81M
Technology

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