Calvert U.S. Large Cap Growth Responsible Index FundCGJAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$908.3M
Expense ratio
0.49%
1-year return
+16.5%
3 years, a year
+18.0%
5 years, a year
+10.8%
Holdings
563
What it aims to do.
The Funds investment objective is to seek to track the performance of the Calvert US Large-Cap Growth Responsible Index (the Index), which measures the investment return of large-capitalization stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 9.57% |
| AAPL Apple Inc | 8.69% |
| MSFT Microsoft Corp | 6.21% |
| AMZN Amazon.com Inc | 4.78% |
| GOOGL Alphabet Inc | 4.72% |
| AVGO Broadcom Inc | 3.66% |
| LLY Eli Lilly & Co | 2.05% |
| V Visa Inc | 1.39% |
| COST Costco Wholesale Corp | 1.20% |
| MA Mastercard Inc | 1.15% |
More on CGJAX.
- CGJAX overview
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- CGJAX share classes
- Compare CGJAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.