Calvert US LCC Responsible Index SMA (S:0P0001IWGE)
29.32
+0.38
(+1.31%)
USD |
Jan 31 2026
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 February 24, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| NVIDIA Corp. | 7.26% | 190.88 | -0.35% |
| Apple, Inc. | 6.74% | 273.24 | 2.65% |
| Alphabet, Inc. | 5.86% | 306.65 | -1.55% |
| Microsoft Corp. | 5.80% | 386.87 | 0.62% |
| Amazon.com, Inc. | 3.73% | 206.26 | 0.48% |
| Broadcom Inc. | 2.89% | 323.21 | -2.16% |
| Eli Lilly & Co. | 1.74% | 1045.87 | -1.20% |
| JPMorgan Chase & Co. | 1.61% | 292.99 | -1.57% |
| Visa, Inc. | 1.32% | 304.96 | -0.51% |
| The Goldman Sachs Group, Inc. | 1.30% | 893.44 | 0.13% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
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 | -- |