Calvert US Large-Cap Core Responsible Index ETFCalvert US Large-Cap Core Responsible Index ETFCalvert US Large-Cap Core Responsible Index ETF

Calvert US Large-Cap Core Responsible Index ETF

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Key stats


Assets under management (AUM)
‪581.61 M‬USD
Fund flows (1Y)
‪165.76 M‬USD
Dividend yield (indicated)
0.97%
Discount/Premium to NAV
−0.06%
Shares outstanding
‪7.25 M‬
Expense ratio
0.15%

About Calvert US Large-Cap Core Responsible Index ETF


Brand
Calvert
Home page
Inception date
Jan 30, 2023
Structure
Open-Ended Fund
Index tracked
Calvert US Large-Cap Core Responsible Index - Benchmark TR Gross
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Morgan Stanley Investment Management, Inc.
Distributor
Foreside Fund Services LLC
ISIN
US61774R2058
CVLC seeks positive global change and long-term value creation by tracking a market cap-weighted index comprised of large-cap companies in the US. The index is composed of common stocks of the 1000 largest US companies based on market capitalization. In constructing the portfolio, the fund selects companies using the Calvert Principles, the proprietary research evaluates companies' activities using the following ESG metrics: environmental sustainability and resource efficiency, equitable societies and respect for human rights, and accountable governance and transparency. Companies are also evaluated based on their capability to provide positive leadership in their areas of operation, resulting in the improvement of shareholder value and societal outcomes. The fund excludes REITs and business development companies. The index reconstitutes annually and rebalances quarterly.

Broaden your horizons with more funds linked to CVLC via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Large cap
Niche
Broad-based
Strategy
ESG
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Electronic Technology
Technology Services
Finance
Stock breakdown by region
97%2%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
CVLC trades at 79.98 USD today, its price has fallen −0.25% in the past 24 hours. Track more dynamics on CVLC price chart.
CVLC net asset value is 80.03 today — it's risen 3.22% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
CVLC assets under management is ‪581.61 M‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
CVLC price has risen by 3.00% over the last month, and its yearly performance shows a 16.78% increase. See more dynamics on CVLC price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.22% over the last month, showed a 8.18% increase in three-month performance and has increased by 18.01% in a year.
CVLC fund flows account for ‪165.76 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
CVLC invests in stocks. See more details in our Analysis section.
CVLC expense ratio is 0.15%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, CVLC isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, CVLC technical analysis shows the strong buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating CVLC shows the buy signal. See more of CVLC technicals for a more comprehensive analysis.
Yes, CVLC pays dividends to its holders with the dividend yield of 0.97%.
CVLC trades at a premium (0.06%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
CVLC shares are issued by Morgan Stanley
CVLC follows the Calvert US Large-Cap Core Responsible Index - Benchmark TR Gross. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jan 30, 2023.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.