Calvert US Large Cap Value Responsible Index Fund Class I (CFJIX)

Overview

The company presents a strategic approach to investment rooted in passive management, aiming to mirror the performance of a specified index meticulously. This method involves constructing a portfolio that closely reflects the composition of the chosen index, purchasing stocks of the companies listed within the index in proportions almost identical to those in the index itself. This strategy is distinguished by its passive nature, eschewing frequent trading in favor of stability and consistency based on long-term market trends. The intent is to achieve returns that are in line with those of the index, minimizing the costs and risks associated with active management.

Products and Services

• Index-Tracking Investment Funds

  These are investment vehicles designed to passively follow the performance of a particular index. By replicating the index's composition, the fund invests in the common stock of each company featured within the index in nearly the same ratios. This approach aims to provide investors with a return that closely matches the overall performance of the index, offering a diversified investment option with potentially lower costs due to the passive management strategy. Index-tracking funds are suited for investors looking for market exposure reflective of the index's performance with minimized management fees.

• High Asset Allocation in Index Securities

  To ensure the fidelity of its tracking strategy, the company commits at least 95% of its net assets, which includes funds obtained through borrowing for investment purposes, to securities that are a part of the index. This high level of investment in index securities underscores the company’s dedication to closely mirroring the index's performance. It is a testament to their commitment to providing a true-to-index investment experience, allowing investors to benefit from the index's potential without the need to directly invest in every stock it contains.