Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF

Frequently Asked Questions About CDEI

What does CDEI invest in?

Under ordinary market conditions, the fund is mandated to dedicate at least 80% of its overall assets, including any borrowed capital utilized for investment, to the specific securities that constitute its benchmark index. This underlying index is comprised solely of the common equity shares of major corporations whose business operations align with the Calvert Principles for Responsible Investment. Furthermore, this fund operates as a non-diversified investment vehicle.

What is the expense ratio of CDEI?

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF (CDEI) charges an expense ratio of 0.14%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CDEI?

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF (CDEI) manages $18.8M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CDEI actively managed or an index fund?

CDEI's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CDEI launched?

Calvert US Large-Cap Diversity, Equity And Inclusion Index ETF (CDEI) launched in January 2023 and is managed by Eaton Vance.

How has CDEI performed?

CDEI's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.