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, 2023

08/31/202306/30/2023
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 Aug 31, 2023

Apple Inc 10.49
Microsoft Corp 8.55
Alphabet Inc - CL A 5.41
Amazon.com Inc 4.50
NVIDIA Corp 4.28
Tesla Inc 2.63
Eli Lilly & Co 1.82
Visa Inc 1.54
Broadcom Inc 1.47
Mastercard Inc 1.35
Total 42.05

1. Russell 1000® Growth Index is an unmanaged index of U.S. large-cap growth stocks. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. It is not possible to invest directly in an index. Historical performance of the index illustrates market trends and does not represent the past or future performance of the fund.
2. Top 10 Holdings excludes cash and equivalents.
3. Percent of total net assets.

Performance

Historical Returns (%) as of Jun 30, 2023

08/31/202306/30/2023
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 (%)

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Calvert US Large-Cap Growth Responsible Index — — 5.67 7.08 30.21 1.01 36.39 39.11 27.60 -26.78
Russell 1000® Growth Index1 33.48 13.05 5.67 7.08 30.21 -1.51 36.39 38.49 27.60 -29.14

1. Russell 1000® Growth Index is an unmanaged index of U.S. large-cap growth stocks. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. It is not possible to invest directly in an index. Historical performance of the index illustrates market trends and does not represent the past or future performance of the fund.

Portfolio

Index Statistics as of Aug 31, 2023

Median Market Cap $14.1B
Average Market Cap $840.2B
Price/Earnings Ratio 26.57
Price/Book Ratio 7.53
Number of Holdings 579

GICS Sector Breakdown (%)3 as of Aug 31, 2023

 

Index Constituents (%)4 as of Jul 31, 2023

Holding % of Index
Apple Inc 10.86%
Microsoft Corp 8.67%
Alphabet Inc - CL A 5.22%
Amazon.com Inc 4.32%
NVIDIA Corp 4.01%
Tesla Inc 2.69%
Eli Lilly & Co 1.48%
Visa Inc 1.48%
Broadcom Inc 1.41%
Mastercard Inc 1.28%
View All

3. Percent of total net assets.
4. Percent of index holdings.

Literature

Literature

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Index Rules and Methodology

Download Index Rules and Methodology - Last updated: Dec 9, 2022