Nasdaq - Delayed Quote USD

Calvert US Large Cap Growth Rspnb Idx A (CGJAX)

65.41
-1.11
(-1.67%)
At close: 4:51:55 PM EDT
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  • Previous Close 66.52
  • YTD Return -7.93%
  • Expense Ratio 0.49%
  • Category Large Growth
  • Last Cap Gain 43.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 656.22M
  • Beta (5Y Monthly) 1.08
  • Yield 0.35%
  • 5y Average Return --
  • Holdings Turnover 30.00%
  • Last Dividend 0.22
  • Inception Date Jun 19, 2015

The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. The fund will normally invest at least 95% of its net assets, including borrowings for investment purposes, in securities contained in the index. The index is composed of the common stocks of large growth companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment (the “Calvert Principles”).

Calvert Research and Management

Fund Family

Large Growth

Fund Category

656.22M

Net Assets

2015-06-19

Inception Date

Performance Overview: CGJAX

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Trailing returns as of 5/20/2025. Category is Large Growth.

YTD Return

CGJAX
7.93%
Category
12.38%
 

1-Year Return

CGJAX
10.73%
Category
41.70%
 

3-Year Return

CGJAX
12.98%
Category
22.56%
 

5-Year Return

CGJAX
15.44%
Category
21.98%
 

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Holdings: CGJAX

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Sector Weightings

SectorCGJAX
Technology   42.29%
Healthcare   13.39%
Industrials   8.85%
Real Estate   1.29%
Utilities   0.19%
Energy   0.06%

Recent News: CGJAX

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Research Reports: CGJAX

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