Calvert U.S. Large Cap Core Responsible Index Fund - Class R6

Frequently Asked Questions About CSXRX

What does CSXRX invest in?

The fund normally invests 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 companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment.

What is the expense ratio of CSXRX?

Calvert U.S. Large Cap Core Responsible Index Fund - Class R6 (CSXRX) charges an expense ratio of 0.19%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CSXRX?

Calvert U.S. Large Cap Core Responsible Index Fund - Class R6 (CSXRX) manages $6.45B 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 CSXRX actively managed or an index fund?

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

When was CSXRX launched?

Calvert U.S. Large Cap Core Responsible Index Fund - Class R6 (CSXRX) launched in October 2017 and is managed by the fund issuer.

How has CSXRX performed?

CSXRX'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.