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Fund Holdings had 38% lower than an equivalent investment in the Russell 1000 Index

How we calculate a fund's Carbon Emissions Impact  

Fund Holdings had 23% higher than an equivalent investment in the Russell 1000 Index

How we calculate a fund's Landfill Waste Impact  

Fund Holdings had 100% lower than an equivalent investment in the Russell 1000 Index

How we calculate a fund's Tobacco Exposure Impact  

Fund Holdings had 53% lower than an equivalent investment in the Russell 1000 Index

How we calculate a fund's Toxic Emissions Impact  

Fund Holdings had 21% lower than an equivalent investment in the Russell 1000 Index

How we calculate a fund's Water Usage Impact  

Shareholder Community Impact
Personal Impact

Impact Comparison and Engagement Details

The following compares the impact of the holdings through 9/30/2024 in this Calvert fund to the benchmark across these important environment, social and governance (ESG) factors. For methodology information, please click the link at the bottom of the page.

Carbon Emissions
Fund Holdings had 38% lower carbon emissions than the holdings in the Russell 1000 Index
Landfill Waste
Fund Holdings had 23% higher landfill waste than the holdings in the Russell 1000 Index
Tobacco Exposure
Fund Holdings had 100% lower holdings in companies related to tobacco production
Toxic Emissions
Fund Holdings had 53% lower toxic emissions than the holdings in the Russell 1000 Index
Water Usage
Fund Holdings had 21% lower water usage than the holdings in the Russell 1000 Index

Comparison Details

The following compares the impact of the holdings through 9/30/2024 in this Calvert fund to the benchmark across these important environment, social and governance (ESG) factors. For methodology information, please click the link at the bottom of the page.

Calvert US Large-Cap Core Responsible Index Fund (CISIX)
Russell 1000 Index
Fund Holdings
Carbon Emissions: metric tons
Russell 1000 Index
Fund Holdings
42.3
26.0
Landfill Waste: metric tons
Russell 1000 Index
Fund Holdings
1.97
2.43
Tobacco Exposure: percent of companies
Russell 1000 Index
Fund Holdings
0.52
0.00
Toxic Emissions: metric tons
Russell 1000 Index
Fund Holdings
3,794,124
1,768,622
Water Usage: cubic meters
Russell 1000 Index
Fund Holdings
2,128
1,687

 

Calvert US Large-Cap Core Responsible Index Fund (CISIX)

Calvert Research and Management is a recognized leader in Responsible Investing, offering investment strategies that seek superior long-term performance and positive social impact. The Calvert Principles provide a framework for the evaluation of ESG factors and guide our active engagement efforts with company managements.

Learn more about the fund's I Share.

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Historical Returns (%) as of Sep 30, 2024

11/30/202409/30/2024
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund’s current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Performance prior to December 31, 2016 reflects the performance of the Fund’s former adviser, Calvert Investment Management, Inc. The share class has no sales charge.
 

Fund Facts

Class I Inception 06/30/2000
Expense Ratio (Gross)3 0.35%
Expense Ratio (Net)3,4 0.24%
Distribution Frequency Annually

1. Russell 1000® Index is an unmanaged index of 1,000 U.S. large-cap stocks. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. It is not possible to invest directly in an index. Historical performance of the index illustrates market trends and does not represent the past or future performance of the fund.
2. Calvert US Large-Cap Core Responsible Index is a portfolio of large capitalization U.S. stocks that meet Calvert’s criteria for index inclusion based on Calvert Principles for Responsible Investment. Unless otherwise stated, index returns do not reflect the effect of any applicable sales charges, commissions, expenses, taxes or leverage, as applicable. It is not possible to invest directly in an index. Historical performance of the index illustrates market trends and does not represent the past or future performance of the fund.
3. Source: Fund prospectus.
4. Net Expense Ratio reflects a contractual expense reimbursement that continues through 2/1/25. Without the reimbursement, if applicable, performance would have been lower.

Investing involves risk including the risk of loss. Investing primarily in responsible investments carries the risk that, under certain market conditions, the Fund may underperform funds that do not utilize a responsible investment strategy. No Fund is a complete investment program and you may lose money investing in a Fund. For more information, you should review a Fund prospectus or click here.



For full engagement and impact methodology and disclosure, please visit calvert.com/methodology.

This material is provided solely for informational purposes and is intended only to illustrate certain relevant environmental, social and governance factors. This information does not constitute an offer to sell or the solicitation to buy securities. The information presented has been developed internally and/or obtained from sources believed to be reliable; however, Calvert does not guarantee the accuracy, adequacy or completeness of such information. Past performance is no guarantee of future results.

* Not all Calvert mutual funds are showcased in this tool. Only Calvert mutual funds that have impact metrics are shown. Impact metrics are updated quarterly with data provided by a combination of sources, including MSCI. Visit our mutual funds page for a complete listing of all our funds.