CLVRX Mutual Fund

CLVRX Mutual Fund (Calvert US Large Cap Value Responsible Index Fund Class R6) is managed by Calvert. CLVRX expense ratio is 0.19%, holding 548 positions across sectors including Financials, Health Care, Industrials. Inception date: 2022-02-01.

CLVRX performance shows a YTD return of 23.03%. The 1-year return is 35.25% and the 5-year return is 11.12%. CLVRX dividend yield stands at 7.53%, paid annually.

CLVRX 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 CLVRX holdings, CLVRX sectors, or CLVRX dividends.

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