CVLC

Calvert US Large-Cap Core Responsible Index ETF

$83.02
+0.00%
Market closed. Last update: 10:50 PM ET

📎 Investment Objective

The Calvert US Large-Cap Core Responsible Index ETF seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which is designed to provide exposure to large-capitalization U.S. companies that meet certain environmental, social, and governance (ESG) criteria.

Overview

ETF tracking Calvert US Large-Cap Core Responsible Index ETF

Category Large Cap
Issuer Other
Inception Date 2023-02-01
Market Cap $606.2M
Average Volume N/A
Dividend Yield 0.96%
52-Week Range $61.09 - $84.62
VWAP $83.23

Performance

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Investment Summary

📎 Investment Objective

The Calvert US Large-Cap Core Responsible Index ETF seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which is designed to provide exposure to large-capitalization U.S. companies that meet certain environmental, social, and governance (ESG) criteria.

🎯 Investment Strategy

The ETF invests in a portfolio of large-cap U.S. stocks that are selected based on their ESG performance. The index methodology aims to overweight companies with strong ESG characteristics and underweight or exclude companies with poor ESG profiles.

✨ Key Features

  • Focuses on large-cap U.S. stocks with strong ESG characteristics
  • Tracks the Calvert US Large-Cap Core Responsible Index
  • Seeks to provide market-like returns with a responsible investment approach
  • Expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the ETF's holdings may decline due to general market conditions
  • ESG investment risk: The ETF's ESG criteria may result in it foregoing certain investment opportunities
  • Tracking error risk: The ETF may not perfectly track the performance of its underlying index
  • Concentration risk: The ETF may be more heavily invested in certain sectors or industries

👤 Best For

This ETF may be suitable for investors seeking exposure to large-cap U.S. stocks with a focus on responsible investing and ESG considerations. It may be appropriate for investors with a long-term investment horizon and a moderate risk tolerance.