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Calvert U.s. Large-cap Core Responsible Index Fund Class A: (MF: CSXAX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$48.72 USD
+0.43 (0.89%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in June 2000 and is managed by Calvert Asset Management Company. The fund seeks to match the performance of the Calvert Social Index, which measures the investment return of large and mid-capitalization stocks. The fund employs a passive management strategy designed to track, as closely as possible, the performance of the Calvert Social Index. The fund uses a replication index method, investing in each stock in the Index in about the same proportion as represented in the Index itself. Dividends are distributed annually. Capital gains, if any, are distributed once a year.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Calvert US LargeCap Core Res Idx A | CSXAX | 4.75 | NA | 0.00 | 0.25 | 0.24 | 0.49 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Calvert Social Index Fund I | CISIX | 48.89 | 6/30/2000 | 0.85 | 26.30 | 7.18 | 15.75 |
| Calvert Social Index Fund A | CSXAX | 48.72 | 6/30/2000 | 0.69 | 25.98 | 6.92 | 15.46 |
| Calvert Social Index Fund C | CSXCX | 44.29 | 6/30/2000 | 0.15 | 25.02 | 6.12 | 14.60 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Calvert US LargeCap Core Res Idx A | CSXAX | 5000 | 0 | 2000 | A |
Contact Information
| Family | Calvert Group |
| Address | 1825 Connecticut Ave NW, Suite 400 Washington, DC 20009 |
| Phone | 800 368-2745 |