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, Industrials, Health Care. Inception date: 2022-02-01.

CLVRX performance shows a YTD return of 16.09%. The 1-year return is 21.93% and the 5-year return is 11.12%. CLVRX dividend yield stands at 1.90%.

CLVRX top holdings include Jpmorgan Chase (4.7%), Bank of America Corp.: Financials (2.4%), Unitedhealth Group, Inc. (1.9%), Wells Fargo & Co. (1.5%), Citigroup Inc. (1.3%). 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.