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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
548
Total Assets
1.81B
Top 10 Percentage
16.60%
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
548 Holdings
548 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
3.80%
$68.83M
$809.47B
38.56%
11 Buy
6 Hold
2 Sell
Moderate Buy
Bank of America
1.98%
$35.78M
$368.64B
28.41%
16 Buy
2 Hold
0 Sell
Strong Buy
Unitedhealth Group Inc.
1.78%
$32.29M
$285.64B
-47.16%
17 Buy
2 Hold
1 Sell
Strong Buy
Wells Fargo & Company
1.66%
$30.08M
$252.94B
46.22%
12 Buy
6 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
1.39%
$25.07M
$223.47B
53.92%
7 Buy
6 Hold
1 Sell
Moderate Buy
At&t Inc
1.35%
$24.51M
$211.58B
41.11%
15 Buy
4 Hold
0 Sell
Strong Buy
Merck & Company
1.30%
$23.51M
$211.59B
-28.11%
8 Buy
7 Hold
0 Sell
Moderate Buy
Verizon Communications
1.20%
$21.68M
$187.12B
7.85%
8 Buy
9 Hold
0 Sell
Moderate Buy
Citigroup Inc
1.08%
$19.56M
$175.62B
61.45%
13 Buy
4 Hold
0 Sell
Strong Buy
Ge Aerospace
1.05%
$19.05M
$296.11B
73.19%
10 Buy
0 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

28.79%Financial14.56%Healthcare10.39%Industrials8.34%Technology8.19%Consumer Defensive7.35%Consumer Cyclical6.91%Real Estate6.27%Communication Services5.72%Utilities2.76%Basic Materials0.68%Energy0.04%General28.79%Financial
Financial
28.79%
Healthcare
14.56%
Industrials
10.39%
Technology
8.34%
Consumer Defensive
8.19%
Consumer Cyclical
7.35%
Real Estate
6.91%
Communication Services
6.27%
Utilities
5.72%
Basic Materials
2.76%
Energy
0.68%
General
0.04%

Countries Breakdown

99.62%United States99.62%United States
United States
99.62%

Breakdown By Smart Score

8.91%Outperform1014.12%Outperform914.90%Outperform819.66%Neutral715.85%Neutral611.31%Neutral56.91%Neutral44.29%Underperform32.55%Underperform21.49%Underperform17
The weighted average smart score of the CLVRX Mutual Fund is 7
10
8.91%
9
14.12%
8
14.90%
7
19.66%
6
15.85%
5
11.31%
4
6.91%
3
4.29%
2
2.55%
1
1.49%

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 548 different assets.
      What are the total assets of Mutual Funds CLVRX?
      Mutual Funds CLVRX’s total assets are 1.81B.
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