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CLVRX
Calvert US Large-Cap Value Responsible Index Fund - Class R6
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CLVRX Mutual Fund Holdings Information

Holdings Count
550
Total Assets
1.87B
Top 10 Percentage
17.38%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
550 Holdings
550 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
3.83%
$71.48M
$771.78B
21.79%
12 Buy
8 Hold
0 Sell
Moderate Buy
Bank of America
2.30%
$43.00M
$337.73B
12.99%
15 Buy
4 Hold
0 Sell
Strong Buy
Unitedhealth Group Inc.
1.75%
$32.73M
$259.13B
-43.33%
16 Buy
3 Hold
0 Sell
Strong Buy
Wells Fargo & Company
1.73%
$32.28M
$233.74B
6.53%
9 Buy
9 Hold
0 Sell
Moderate Buy
Merck & Company
1.55%
$28.92M
$285.39B
21.77%
14 Buy
6 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
1.53%
$28.48M
$235.85B
44.04%
4 Buy
6 Hold
0 Sell
Moderate Buy
Citigroup Inc
1.28%
$23.96M
$187.79B
53.49%
15 Buy
2 Hold
0 Sell
Strong Buy
Micron Technology
1.17%
$21.83M
$497.25B
328.47%
25 Buy
1 Hold
0 Sell
Strong Buy
Ge Aerospace
1.14%
$21.32M
$318.84B
51.40%
13 Buy
0 Hold
0 Sell
Strong Buy
At&t Inc
1.09%
$20.26M
$194.13B
4.21%
12 Buy
5 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

28.64%Financial15.50%Healthcare10.85%Industrials9.48%Technology7.27%Consumer Defensive6.90%Consumer Cyclical6.56%Real Estate5.70%Communication Services5.63%Utilities2.63%Basic Materials0.67%Energy0.18%General28.64%Financial
Financial
28.64%
Healthcare
15.50%
Industrials
10.85%
Technology
9.48%
Consumer Defensive
7.27%
Consumer Cyclical
6.90%
Real Estate
6.56%
Communication Services
5.70%
Utilities
5.63%
Basic Materials
2.63%
Energy
0.67%
General
0.18%

Countries Breakdown

98.98%United States98.98%United States
United States
98.98%

Breakdown By Smart Score

3.66%Outperform109.71%Outperform917.85%Outperform814.50%Neutral711.15%Neutral612.96%Neutral57.53%Neutral44.36%Underperform35.67%Underperform212.61%Underperform16
The weighted average smart score of the CLVRX Mutual Fund is 6
10
3.66%
9
9.71%
8
17.85%
7
14.50%
6
11.15%
5
12.96%
4
7.53%
3
4.36%
2
5.67%
1
12.61%

CLVRX Mutual Funds FAQ

What are Mutual Funds CLVRX’s top 3 holdings?
CLVRX’s top 3 holdings are JPM, BAC, UNH.
    What is Mutual Funds CLVRX’s holdings count?
    Mutual Funds CLVRX’s is holdings 550 different assets.
      What are the total assets of Mutual Funds CLVRX?
      Mutual Funds CLVRX’s total assets are 1.87B.
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