Calvert US Large-Cap Value Responsible Index Fund Class A (CFJAX)

Overview

The company operates an investment fund that follows a passive management strategy, meticulously designed to replicate the performance of a specific market index. This strategy involves maintaining investment positions in the common stocks of companies that are part of the chosen index, mirroring the proportions of these companies within the index itself. By adhering closely to the index composition, the fund aims to achieve a performance similar to that of the index, minimizing the costs and risks associated with frequent trading. The fund commits at least 95% of its net assets, which includes any borrowings made for the purpose of investment, directly into the securities that constitute the index.

Products and Services

The company offers a focused investment product designed for investors seeking to mimic the performance of an index, outlined as follows:

• Index Tracking Investment Fund: This is the primary product offered by the company. It is an investment fund that aims to replicate the performance of a designated market index. The fund achieves this by investing in the stocks of companies included in the index, in proportions as close as possible to those in which they appear in the index. This product is ideal for investors looking for a low-cost, passive investment strategy that aims to offer returns comparable to those of the targeted index.

The fund's commitment to invest at least 95% of its net assets in the securities of the index ensures a high degree of fidelity to the index's performance. Additionally, by borrowing for investment purposes within the stipulated limit, the fund seeks to enhance its capability to accurately track the index, offering investors an efficient means to gain exposure to the particular market or sector the index represents.