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, 2019

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 Sep 30, 2019

Microsoft Corp 7.26
Apple Inc 5.44
Amazon.com Inc 5.10
Alphabet Inc - CL A 4.91
Visa Inc 2.20
Home Depot Inc 1.82
Mastercard Inc 1.81
Merck & Co Inc 1.16
Abbott Laboratories 1.13
Adobe Inc 1.08
Total 31.91

Performance

Historical Returns (%) as of Dec 31, 2019

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 Sep 30, 2019

Median Market Cap $9.5B
Average Market Cap $285.5B
Price/Earnings Ratio 23.90
Price/Book Ratio 6.28
Number of Constituents 563

GICS Sector Breakdown (%)3 as of Sep 30, 2019

 

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

Holding % of Index
Microsoft Corp 7.81%
Apple Inc 6.82%
Amazon.com Inc 5.42%
Alphabet Inc - CL A 5.28%
Visa Inc 2.19%
Mastercard Inc 1.83%
Home Depot Inc 1.62%
Adobe Inc 1.18%
salesforce.com Inc 1.09%
Netflix Inc 1.04%
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Literature

Literature

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Index Rules and Methodology

Download - Last updated: Jan 23, 2020