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CVLCCalvert US Large-Cap Core Responsible Index ETF

Grow my money3y track recordRanked #591 of 2,999 in this goal

Tracks the performance of the Calvert US Large-Cap Core Responsible Index.

By Calvert ETFs · Launched 2023

Annual Cost

0.15%

#612 of 5,861 · low cost

Fund Size

$869M

#1,214 of 5,861 · large

Return (1Y)Goal

+20.7%

Track Record

3 years

#2,840 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,159+21.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Focus

ESG

Index tracked

Calvert US Large-Cap Core Responsible Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.4% of fund✓ well diversified

NVIDIA Corp.
7.0%
Apple, Inc.
6.4%
Alphabet, Inc.
5.3%
Microsoft Corp.
4.7%
Amazon.com, Inc.
3.5%
Broadcom, Inc.
2.6%
JPMorgan Chase & Co.
1.5%
Eli Lilly & Co.
1.4%
Walmart, Inc.
1.0%
Visa, Inc.
1.0%

Asset allocation

Stocks
99.8%
Cash
0.2%

By sector

Technology
38.8%
Financial Services
12.3%
Industrials
11.3%
Healthcare
9.7%
Consumer Cyclical
8.3%
Communication
8.1%
Consumer Defensive
4.6%
Real Estate
2.7%
Other
4.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.5%Moderate

Year-on-year price swings

Max drawdown
-19.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.98Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the Calvert US Large-Cap Core Responsible Index.
Strategy
Employs a passive management strategy to track the Calvert US Large-Cap Core Responsible Index by investing primarily in common stocks of large U.S. companies, with significant exposure to the information technology sector. Uses a replication method to hold securities in approximately the same proportion as the Index.
Inception date
January 30, 2023
Fund family
Calvert ETFs

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Data updated on 2026-08-04