Calvert US Large-Cp Div, Eq AndIncETF (CDEI)
62.10
-0.21
(-0.33%)
USD |
NYSEARCA |
May 01, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.14% | 0.06% | 34.13M | 274.10 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.33% | 19.00% | 5.876M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to track the performance of the Calvert US Large-Cap Diversity Research Index. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Calvert Research and Management |
| Prospectus Benchmark Index | |
| Calvert US Large-Cap Div Research TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| James Reber | 1.17 yrs |
| Thomas Seto | 1.17 yrs |
Performance Versus Category
As of May 01, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 01, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to track the performance of the Calvert US Large-Cap Diversity Research Index. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in the underlying index. The index is composed of common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. The fund is non-diversified. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Calvert Research and Management |
| Prospectus Benchmark Index | |
| Calvert US Large-Cap Div Research TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| James Reber | 1.17 yrs |
| Thomas Seto | 1.17 yrs |