Calvert US Large-Cap Core Responsible Index Fund Class R6 (CSXRX)

Overview

The fund described focuses on investing in large companies that are not only financially robust but also adhere to high standards of responsible investment. By committing at least 95% of its net assets, which includes funds borrowed for investment purposes, the fund aligns closely with the Calvert Principles for Responsible Investment. These principles define a framework for selecting investments that meet specific criteria related to environmental sustainability, social responsibility, and corporate governance.

Products and Services

• Index-Based Investment Products

  This category includes funds that mimic the performance of a predefined index composed of socially responsible companies. The key product under this category is a fund that strictly invests in securities listed in an index, which represents large companies operating in accordance with the Calvert Principles for Responsible Investment. This approach ensures that investors indirectly support sustainable and ethical business practices while seeking financial returns.

• Responsible Investment Screening

  As a core service, the fund employs a rigorous process to screen potential investments against the Calvert Principles for Responsible Investment. This screening ensures that only those companies that demonstrate best practices in environmental stewardship, social responsibility, and governance are included in the investment portfolio. It is a service that appeals to investors who wish to ensure their investments reflect their values regarding corporate responsibility and sustainability.