CVLC - ETF AI Analysis
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Calvert US Large-Cap Core Responsible Index ETF (CVLC)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several major positions like Nvidia, Alphabet, Amazon, Broadcom, and Walmart have delivered strong year-to-date results, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment returns stay in investors’ pockets over time.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in the technology sector, the fund is more exposed to swings in tech stocks than a more evenly balanced ETF.
Concentration in a Few Mega-Cap Stocks
A small group of large companies makes up a significant portion of the portfolio, increasing the impact if any of these stocks perform poorly.
Limited International Diversification
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification outside the United States.
CVLC vs. SPDR S&P 500 ETF (SPY)
AUM871.63M
RegionNorth America
Expense Ratio0.15%
Beta1.04
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield0.92%
Asset ClassEquity
Index TrackedCalvert US Large-Cap Core Responsible Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume14,232
30 Day Avg. Volume25,356
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
112.86Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering759
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CVLC Summary
CVLC is an ETF that follows the Calvert US Large-Cap Core Responsible Index, focusing on big, well-known U.S. companies that also meet certain environmental, social, and governance (ESG) standards. It holds major names like Apple and Microsoft, along with many other large firms across technology, finance, health care, and more, giving investors broad diversification in one fund. Someone might invest in CVLC to seek long-term growth from leading U.S. companies while aligning their money with responsible business practices. A key risk is that it is heavily tilted toward large U.S. tech stocks, so its value can rise and fall sharply with that part of the market.
How much will it cost me?The Calvert US Large-Cap Core Responsible Index ETF (CVLC) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The ETF's focus on large-cap U.S. companies with strong ESG practices could benefit from increasing investor interest in sustainable investing and the continued growth of technology, its largest sector exposure. However, potential risks include economic slowdowns or regulatory changes that impact the tech sector or broader market, as well as shifts in ESG standards that could affect portfolio composition.
CVLC Top 10 Holdings
CVLC is leaning heavily on U.S. mega-cap tech, with Nvidia, Apple, Alphabet, Microsoft, and Amazon steering the ship and giving the fund a clear AI-and-cloud flavor. Micron and AMD have been the real spark plugs lately, rising sharply and adding extra juice to the semiconductor theme, while Microsoft and Amazon have been more of a headwind in the near term, losing some steam despite solid long-term stories. With all of its top names based in the U.S., this ETF is a domestically focused, tech-led play on responsible large-cap growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.18% | $62.32M | $4.93T | 24.08% | 76 Outperform | |
| Apple | 6.75% | $58.57M | $4.66T | 50.57% | 79 Outperform | |
| Alphabet Class A | 5.70% | $49.45M | $4.28T | 97.53% | 85 Outperform | |
| Microsoft | 4.15% | $36.05M | $2.90T | -23.90% | 79 Outperform | |
| Amazon | 3.61% | $31.35M | $2.66T | 9.34% | 71 Outperform | |
| Broadcom | 2.71% | $23.55M | $1.83T | 38.50% | 76 Outperform | |
| Micron | 1.74% | $15.07M | $1.06T | 718.52% | 79 Outperform | |
| Eli Lilly & Co | 1.56% | $13.53M | $1.11T | 49.34% | 72 Outperform | |
| JPMorgan Chase | 1.49% | $12.90M | $896.38B | 19.66% | 72 Outperform | |
| Advanced Micro Devices | 1.44% | $12.48M | $871.38B | 252.24% | 73 Outperform |
CVLC Technical Analysis
Positive
―
Price Trends
92.95
Positive
88.33
Positive
85.90
Positive
Market Momentum
0.49
Positive
56.14
Neutral
71.40
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVLC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 93.80, equal to the 50-day MA of 92.95, and equal to the 200-day MA of 85.90, indicating a bullish trend. The MACD of 0.49 indicates Positive momentum. The RSI at 56.14 is Neutral, neither overbought nor oversold. The STOCH value of 71.40 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CVLC.
CVLC Peer Comparison
Comparison Results
Performance Comparison
CVLC
Calvert US Large-Cap Core Responsible Index ETF
94.44
17.45
22.67%
QLC
FlexShares US Quality Large Cap Index Fund
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―
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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IUS
Invesco RAFI Strategic US ETF
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―
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PTL
Inspire 500 ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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