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CSXAX
Mutual Fund ticker: NASDAQ
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Calvert US Large Cap Core Rspnb Idx A (CSXAX) Ownership - Who owns Calvert US Large Cap Core Rspnb Idx A?

The investment seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which measures the investment return of large-capitalization stocks... Show more

Category: #Large Blend

Profile

Category
Large Blend
Address
Calvert Social Index Series Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com

Details

Group
Domestic Stock Funds
Category
Large Blend
Total Expense Ratio
0.49
Min. Initial Investment
5000.00
Fund Existence
almost 25 years
Turnover
12.00
Front Load
4.75
Net Assets
5808277500.00
Manager Tenure
N/A

Fundamentals

CSXAX
Net Assets
5.81B
Fund Existence
almost 25 years
Turnover
12.00
Total Expense Ratio
0.49
Front Load
4.75%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
5000
Min. Initial Investment IRA
N/A
Morningstar Category
Large Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.59
Assets in Top Ten Holdings
1.61B
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
836M
Fund Type
OpenEnd
Index Fund
Yes
Management Fee
0.24
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
799.00
Number of Net Holdings
799.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
35.30%
Gain YTD
-4.726
Annual Yield % from dividends
0.77
Returns for 1 year
7.54
Returns for 3 years
23.44
Returns for 5 years
132.52
Returns for 10 years
166.40
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General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Calvert Social Index Series Inc4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com