Calvert US Large Cap Core Responsible Index Fund Class C

Frequently Asked Questions About CSXCX

What does CSXCX invest in?

The primary goal of this investment vehicle is to emulate the returns of the Calvert US Large-Cap Core Responsible Index, which serves as a gauge for the financial performance of significant U.S. companies. Generally, the fund allocates a minimum of 95% of its net assets, inclusive of any investment-related borrowings, into the holdings that make up this index. This index specifically features the common equities of large enterprises whose business practices align with the Calvert Principles for Responsible Investment.

What is the expense ratio of CSXCX?

Calvert US Large Cap Core Responsible Index Fund Class C (CSXCX) charges an expense ratio of 1.24%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CSXCX?

Calvert US Large Cap Core Responsible Index Fund Class C (CSXCX) manages $6.56B 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 CSXCX actively managed or an index fund?

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

When was CSXCX launched?

Calvert US Large Cap Core Responsible Index Fund Class C (CSXCX) launched in June 2000 and is managed by the fund issuer.

How has CSXCX performed?

CSXCX'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.