Calvert Us is trading at 34.43 as of the 20th of July 2025; that is 0.03 percent down since the beginning of the trading day. The fund's open price was 34.44. Calvert Us has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The manager employs a passive management strategy designed to track, as closely as possible, the performance of the index. The fund invests in the common stock of each company in the index in approximately the same proportion as represented in the index itself. More on Calvert Large Cap
Calvert Large Cap [CFJIX] is traded in USA and was established 20th of July 2025. Calvert Us is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Large Value category and is part of Calvert Research and Management family. This fund currently has accumulated 1.7 B in assets under management (AUM) with no minimum investment requirementsCalvert Large Cap is currently producing year-to-date (YTD) return of 8.11% with the current yeild of 0.02%, while the total return for the last 3 years was 13.44%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Calvert Mutual Fund
Calvert Us financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Us security.