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Best Multi-Cap Core Fund for the 2nd Year in a Row

Calvert US Large-Cap Core Responsible Index Fund (CISIX) wins two Lipper Awards.

Among 165 funds over 5 years and 132 funds over 10 years as of 11/30/21 in the Multi-Cap Core category based on risk-adjusted returns. CISIX also won the same Lipper Fund Award in 2021 among 169 funds over 5 years and 140 funds over 10 years as of 11/30/20.*

See more about the CISIX index fund



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Refinitiv Lipper Fund Awards as of November 30, 2021 based on risk adjusted returns.

The mutual funds shown may have experienced negative performance during one or more of the time periods represented by the Refinitiv Lipper Fund Award. For the Fund's performance as of the most recent month-end, please refer to our Performance page. Past performance is no guarantee of future results.

Source: The Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The 2021 and 2022 Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Lipper. Other share classes may have different performance and expense characteristics. From Refinitiv Lipper Awards, ©2022 Refinitiv. All rights reserved. Used by permission an d protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited


Risk Considerations: There is no assurance that a mutual fund will achieve its investment objective. Funds are subject to market risk, which is the possibility that the market values of securities owned by the fund will decline and that the value of fund shares may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in these funds. Click on fund name above for more information.

 

 

The models are subject to asset allocation risk, which is the chance that selection of, and allocation of assets to, the underlying funds will cause the models to underperform. The Calvert Responsible Allocation Models differ by the percentage invested in equity funds versus fixed-income funds and cash equivalents. Each model shares the principal risks of each underlying fund in which it invests and pays a proportionate share of the operating expenses of those funds. The greater the degree of investments in underlying equity funds, the higher the potential volatility and risk of the responsible allocation model. Thus, Calvert Responsible Growth Model may experience more price fluctuations and involve greater risk than Calvert Responsible Moderate Model, which in turn may experience more price fluctuations and involve more risk than Calvert Responsible Conservative Model. Investing primarily in responsible investments carries the risk that, under certain market conditions, the funds may underperform funds that do not utilize a responsible investment strategy.