Calvert U.S. Large Cap Value Responsible Index FundCLVRX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.8B
Expense ratio
0.19%
1-year return
+30.8%
3 years, a year
+21.2%
5 years, a year
—
12-month yield
7.73%
Holdings
548
What it aims to do.
The Funds investment objective is to seek to track the performance of the Calvert US Large-Cap Value Responsible Index (the Index), which measures the investment return of large-capitalization stocks.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| JPM JPMorgan Chase & Co | 3.46% |
| BAC Bank of America Corp | 2.02% |
| MRK Merck & Co Inc | 1.74% |
| WFC Wells Fargo & Co | 1.47% |
| UNH UnitedHealth Group Inc | 1.46% |
| GS Goldman Sachs Group Inc/The | 1.45% |
| MU Micron Technology Inc | 1.29% |
| VZ Verizon Communications Inc | 1.29% |
| SBC AT&T Inc | 1.25% |
| C Citigroup Inc | 1.22% |
More on CLVRX.
- CLVRX overview
- CLVRX holdings
- CLVRX risk
- CLVRX costs
- CLVRX money in and out
- CLVRX share classes
- Compare CLVRX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.