Calvert US Lg Cap Core Responsible strgy (S:0P00018SSG)
64.83
+0.32
(+0.50%)
USD |
Nov 30 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of December 29, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NVIDIA Corp. | 7.24% | 186.73 | -1.99% |
| Microsoft Corp. | 6.34% | 486.76 | -0.19% |
| Apple, Inc. | 6.31% | 273.32 | -0.03% |
| Alphabet, Inc. | 4.47% | 312.33 | -0.38% |
| Amazon.com, Inc. | 3.60% | 231.55 | -0.42% |
| Broadcom Inc. | 2.64% | 347.98 | -1.18% |
| JPMorgan Chase & Co. | 1.56% | 325.44 | -0.75% |
| Eli Lilly & Co. | 1.21% | 1084.10 | 0.59% |
| Visa, Inc. | 1.08% | 354.58 | -0.12% |
| Netflix, Inc. | 0.97% | 93.80 | -0.71% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |