CFJIX Mutual Fund

CFJIX Mutual Fund (Calvert US Large Cap Value Responsible Index Fund Class I) is managed by Calvert. CFJIX expense ratio is 0.24%, holding 548 positions across sectors including Financials, Health Care, Industrials. Inception date: 2015-06-19.

CFJIX performance shows a YTD return of 22.97%. The 1-year return is 35.16% and the 5-year return is 11.06%. CFJIX dividend yield stands at 7.45%, paid annually.

CFJIX top holdings include Jpmorgan Chase (3.5%), Bank Of America Corp (2.0%), Merck & Company Inc (1.7%), Wells Fargo & Co. (1.5%), Unitedhealth Group, Inc. (1.5%). Go to all CFJIX holdings, CFJIX sectors, or CFJIX dividends.

CFJIX can be compared against other funds. Use CFJIX overlap to find shared positions, or CFJIX vs another fund for a side-by-side view. CFJIX alternatives are available via the screener, along with tax-loss harvesting opportunities.