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 Dec 31, 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 Dec 31, 2020

Apple Inc 10.10
Microsoft Corp 7.45
Amazon.com Inc 6.30
Alphabet Inc - CL A 4.70
Tesla Inc 2.54
Visa Inc 1.78
Mastercard Inc 1.53
NVIDIA Corp 1.50
Procter & Gamble Co 1.50
Home Depot Inc 1.33
Total 38.73
 

Calendar Year Returns (%)

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Calvert US Large-Cap Growth Responsible Index 4.63 27.76 1.01 35.79 39.11
Russell 1000® Growth Index1 2.64 15.26 33.48 13.05 5.67 7.08 30.21 -1.51 36.39 38.49

Performance

Historical Returns (%) as of Dec 31, 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 (%)

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Calvert US Large-Cap Growth Responsible Index 4.63 27.76 1.01 35.79 39.11
Russell 1000® Growth Index1 2.64 15.26 33.48 13.05 5.67 7.08 30.21 -1.51 36.39 38.49

Portfolio

Index Statistics as of Dec 31, 2020

Median Market Cap $14.3B
Average Market Cap $613.1B
Price/Earnings Ratio 32.63
Price/Book Ratio 8.51

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

 

Index Constituents (%)4 as of Jan 31, 2021

Holding % of Index
Apple Inc 10.10%
Microsoft Corp 7.82%
Amazon.com Inc 6.24%
Alphabet Inc - CL A 4.94%
Tesla Inc 2.87%
Visa Inc 1.58%
NVIDIA Corp 1.51%
Procter & Gamble Co 1.39%
Mastercard Inc 1.37%
Home Depot Inc 1.37%
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Literature

Literature

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Index Rules and Methodology

Download - Last updated: Jan 27, 2021