Overview

Description

The Calvert US 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 is a subset of the Calvert Large Cap Core Responsible Index. Those companies 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 reviewed at least annually and rebalanced quarterly.
 

Historical Returns (%) as of Jun 30, 2020

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 (%)2,3 as of Mar 31, 2020

Microsoft Corp 8.62
Apple Inc 6.60
Amazon.com Inc 6.07
Alphabet Inc - CL A 5.10
Visa Inc 2.11
Mastercard Inc 1.66
Home Depot Inc 1.58
Netflix Inc 1.32
NVIDIA Corp 1.27
Adobe Inc 1.26
Total 35.61

Performance

Historical Returns (%) as of Jun 30, 2020

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 (%)

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
Calvert US Large-Cap Growth Responsible Index 4.63 27.76 1.01 35.79
Russell 1000® Growth Index1 16.71 2.64 15.26 33.48 13.05 5.67 7.08 30.21 -1.51 36.39

Portfolio

Index Statistics as of Mar 31, 2020

Median Market Cap $8.2B
Average Market Cap $338.9B
Price/Earnings Ratio 22.26
Price/Book Ratio 5.54

GICS Sector Breakdown (%)3 as of Mar 31, 2020

 

Index Constituents (%)4 as of Jul 31, 2020

Holding % of Index
Apple Inc 9.69%
Microsoft Corp 8.07%
Amazon.com Inc 7.10%
Alphabet Inc - CL A 4.67%
Visa Inc 1.79%
Procter & Gamble Co 1.66%
Home Depot Inc 1.57%
Mastercard Inc 1.54%
NVIDIA Corp 1.45%
Tesla Inc 1.32%
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Literature

Literature

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Index Rules and Methodology

Download - Last updated: Jun 17, 2020