Overview

Description

The Calvert U.S. Large Cap Growth Responsible Index (CALGRO) is composed of companies that operate their businesses in a manner that is consistent with the Calvert Principles for Responsible Investment (the “Calvert Principles”) and are selected from the universe of companies included in the S-Network U.S. Equity Large Cap 1000 Index. Stocks of companies in the S-Network U.S. Equity Large Cap 1000 Index that operate their businesses in a manner that is consistent with the Calvert Principles are scored and ranked for growth factors to determine placement and weight in the Index. The Index is reconstituted semi-annually (June and December) and rebalanced quarterly.

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.

Historical Returns (%)as of Jun 30, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Since Inception
06/18/2015
07/31/2017
Calvert U.S. Large Cap Growth Responsible Index 2.13 4.74 16.91 16.34 9.59
Russell 1000® Growth Index1 2.66 5.05 17.02 18.05 12.65 15.59 10.93
06/30/2017
Calvert U.S. Large Cap Growth Responsible Index 0.21 5.16 14.47 19.68 8.87
Russell 1000® Growth Index1 -0.26 4.67 13.99 20.42 11.10 15.29 9.99
Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.

Index Facts

Price Ticker Symbol CALGRO
Total Return Ticker Symbol CALGROTR

Top 10 Constituents (%)as of Jun 30, 2017

Apple Inc
Alphabet Inc - CL A
Facebook Inc
Amazon.com Inc
Microsoft Corp
Johnson & Johnson
Visa Inc
3M Co
Home Depot Inc
Amgen Inc
Total 30.84

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Performance

Historical Returns (%)as of Jun 30, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Since Inception
06/18/2015
07/31/2017
Calvert U.S. Large Cap Growth Responsible Index 2.13 4.74 16.91 16.34 9.59
Russell 1000® Growth Index1 2.66 5.05 17.02 18.05 12.65 15.59 10.93
06/30/2017
Calvert U.S. Large Cap Growth Responsible Index 0.21 5.16 14.47 19.68 8.87
Russell 1000® Growth Index1 -0.26 4.67 13.99 20.42 11.10 15.29 9.99
Performance of the Index does not reflect the deduction of fees and expenses that would typically be associated with an actual investment and do not represent the performance of the Calvert Fund that seeks to replicate the Index. Investors cannot invest directly in the Index. Performance less than or equal to one year is cumulative.

Calendar Year Returns (%)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Calvert U.S. Large Cap Growth Responsible Index 4.63
Russell 1000® Growth Index1 11.81 -38.44 37.21 16.71 2.64 15.26 33.48 13.05 5.67 7.08

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Portfolio

Index Statisticsas of Jun 30, 2017

Median Market Cap $8.8B
Average Market Cap $189.6B
Price/Earnings Ratio 21.76
Price/Book Ratio 4.94
Number of Constituents 516

GICS Sector Breakdown (%)as of Jun 30, 2017

Sector Index
Consumer Discretionary 17.10
Consumer Staples 8.01
Energy 0.75
Financials 6.05
Health Care 18.04
Industrials 11.62
Information Technology 34.43
Materials 2.79
Real Estate 0.11
Telecom Services 0.32
Utilities 0.79

Index Constituents (%)2as of Jun 30, 2017

Holding % of Index
Apple Inc 6.49%
Alphabet Inc - CL A 5.50%
Facebook Inc 3.78%
Amazon.com Inc 3.76%
Microsoft Corp 2.37%
Johnson & Johnson 2.04%
Visa Inc 1.87%
3M Co 1.87%
Home Depot Inc 1.80%
Amgen Inc 1.36%
View All

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Insights & Analysis

Commentary

No commentary information is currently available.

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.

Attribution

No attribution information is currently available.

See "Rules and Methodology" under "Related Content" for the Index selection and weighting methodology.


Literature

Literature

White Papers

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