CISIX Mutual Fund
CISIX Mutual Fund
CISIX Mutual Fund
Calvert US Large Cap Core Responsible Index Fund Class I
CISIX Mutual Fund Overview
CISIX Mutual Fund (Calvert US Large Cap Core Responsible Index Fund Class I) is managed by Calvert with $48.9M in net assets. CISIX expense ratio is 0.24%, holding 787 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2000-06-30.
CISIX performance shows a YTD return of 11.39%. The 1-year return is 21.34% and the 5-year return is 11.55%. CISIX dividend yield stands at 4.82%, paid annually.
CISIX top holdings include Nvidia Corp. (7.0%), Apple, Inc (6.4%), Alphabet Inc Common Stock USD 0.001 (5.4%), Microsoft Corp (4.7%), Amazon.Com Inc (3.6%). Go to all CISIX holdings, CISIX sectors, or CISIX dividends.
CISIX can be compared against other funds. Use CISIX overlap to find shared positions, or CISIX vs another fund for a side-by-side view. CISIX alternatives are available via the screener, along with tax-loss harvesting opportunities.