CVLCCalvert US Large-Cap Core Responsible Index ETF

Grow my money3y track recordRanked #617 of 2,960 in this goal

Seeks to track the performance of the Calvert US Large-Cap Core Responsible Index.

By Calvert ETFs · Launched 2023

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$845M

#1,213 of 5,562 · large

Return (1Y)Goal

+29.5%

Track Record

3 years

#2,911 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,949+29.5%

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

Classification

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 = 39.6% of fund✓ well diversified

NVIDIA Corp.

7.1%

Apple, Inc.

6.5%

Microsoft Corp.

5.8%

Alphabet, Inc.

5.5%

Morgan Stanley & Co. LLC

4.1%

Amazon.com, Inc.

3.7%

Broadcom, Inc.

2.7%

Eli Lilly & Co.

1.6%

JPMorgan Chase & Co.

1.5%

Visa, Inc.

1.1%

Asset allocation

Stocks

99.5%

Cash

0.5%

By sector

Technology

39.8%

Financial Services

11.9%

Industrials

10.2%

Healthcare

9.2%

Consumer Cyclical

8.8%

Communication

8.7%

Consumer Defensive

4.6%

Real Estate

2.7%

Other

4.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.0%Moderate

Year-on-year price swings

Max drawdown

-19.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.09Strong risk-adjusted returns

Sortino (3Y)

1.60Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the performance of the Calvert US Large-Cap Core Responsible Index.
Strategy: Invests primarily in securities included in the Index, using a passive management strategy to replicate its performance. The Fund may concentrate investments in certain industries if the Index is so concentrated.
Inception date: January 30, 2023
Fund family: Calvert ETFs