Summary
CVLC Chart
Jobs Data Supports the Investment Case for Cyclicals
Lately, investors and advisors have been seeing more data supporting the case for a soft landing. Last Friday, the U.S. Department of Labor reported that the country added a colossal 254k jobs in September.
CVLC: A Core ETF With a Sustainable Twist
Despite what some naysayers may have you believe, using ESG screening in a core fund can be greatly beneficial. Take the Calvert US Large-Cap Core Responsible Index ETF (CVLC), for example.
CVLC: I Dig The Investment Process
ESG investing is gaining traction, particularly in institutional investing. CVLC tracks well-managed US companies with strong ESG focus. The fund offers diversified holdings, a low expense ratio, but potential underperformance due to ESG limitations.
Calvert US Large Cap Core Responsible Index Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,861 | $905,456.54 | $1.12M | $211,315.91 | 23.34% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,221 | $310,076.98 | $397,280.52 | $87,203.54 | 28.12% |
 Adam J. Peck Riverwater Partners LLC | 58,304 | $4.57M | $5.5M | $937,503.85 | 20.53% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,455 | $253,393.15 | $326,117.45 | $72,724.3 | 28.7% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 6,481 | $518,868.86 | $604,193.82 | $85,324.96 | 16.44% |
Calvert US Large Cap Core Responsible Index Fund (CVLC) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Calvert US Large Cap Core Responsible Index Fund ever had a stock split?
Calvert US Large Cap Core Responsible Index Fund Profile
| ARCA Exchange | US Country |
Overview
The provided company appears to be a mutual fund or investment fund that primarily focuses on investing in large companies that adhere to the Calvert Principles for Responsible Investment. This suggests that the fund not only seeks financial returns but also prioritizes investments in companies that operate in an environmentally sustainable and socially responsible manner. The fund commits at least 80% of its net assets, along with any borrowings for investment purposes, to securities that are included in its underlying index, which comprises common stocks of companies aligned with these principles.
Products and Services
- Responsible Investment Fund
This is the main product offered by the company, which is an investment fund that targets large companies operating in accordance with the Calvert Principles for Responsible Investment. The fund aims to generate returns for investors while ensuring that the investments meet stringent criteria for environmental sustainability, social responsibility, and corporate governance (ESG).
- Calvert Principles for Responsible Investment
While not a financial product, the Calvert Principles for Responsible Investment are a set of guidelines that the company uses to screen potential investments. These principles guide the investment decisions of the fund, ensuring that all investments are in line with ethical and responsible business practices, including considerations for the environment, social justice, and corporate governance.
