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

CLVRX Mutual Fund Holdings Information

Compare
Holdings Count
543
Total Assets
1.76B
Top 10 Percentage
17.66%
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
543 Holdings
543 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
4.25%
$74.60M
$677.80B
25.87%
11 Buy
6 Hold
0 Sell
Moderate Buy
Walmart Inc.
2.27%
$39.78M
$762.32B
58.06%
29 Buy
2 Hold
0 Sell
Strong Buy
Bank of America
1.97%
$34.51M
$300.06B
4.92%
15 Buy
3 Hold
0 Sell
Strong Buy
Wells Fargo & Company
1.57%
$27.48M
$227.44B
16.39%
11 Buy
2 Hold
0 Sell
Strong Buy
Cisco
1.42%
$24.93M
$225.61B
18.49%
10 Buy
7 Hold
0 Sell
Moderate Buy
International Business Machines Corporation
1.39%
$24.36M
$216.00B
39.06%
9 Buy
6 Hold
2 Sell
Moderate Buy
Procter & Gamble Company
1.24%
$21.81M
$377.52B
-0.17%
11 Buy
7 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
1.24%
$21.71M
$169.34B
27.43%
7 Buy
7 Hold
0 Sell
Moderate Buy
Verizon Communications
1.17%
$20.47M
$176.86B
5.62%
7 Buy
11 Hold
0 Sell
Moderate Buy
At&t Inc
1.15%
$20.26M
$192.45B
60.06%
18 Buy
4 Hold
0 Sell
Strong Buy
Rows:
10

Sector Breakdown

29.87%Financial10.44%Consumer Defensive9.75%Industrials8.73%Technology8.55%Healthcare8.29%Consumer Cyclical8.20%Real Estate6.10%Utilities5.42%Communication Services3.04%Basic Materials0.76%Energy0.53%General0.32%Consumer Goods29.87%Financial
Financial
29.87%
Consumer Defensive
10.44%
Industrials
9.75%
Technology
8.73%
Healthcare
8.55%
Consumer Cyclical
8.29%
Real Estate
8.20%
Utilities
6.10%
Communication Services
5.42%
Basic Materials
3.04%
Energy
0.76%
General
0.53%
Consumer Goods
0.32%

Countries Breakdown

99.71%United States99.71%United States
United States
99.71%

Breakdown By Smart Score

11.23%Outperform1015.29%Outperform920.47%Outperform812.74%Neutral711.76%Neutral67.66%Neutral513.36%Neutral41.98%Underperform33.98%Underperform21.54%Underperform17
The weighted average smart score of the CLVRX Mutual Fund is 7
10
11.23%
9
15.29%
8
20.47%
7
12.74%
6
11.76%
5
7.66%
4
13.36%
3
1.98%
2
3.98%
1
1.54%

CLVRX Mutual Funds FAQ

What are Mutual Funds CLVRX’s top 3 holdings?
CLVRX’s top 3 holdings are JPM, WMT, BAC.
    What is Mutual Funds CLVRX’s holdings count?
    Mutual Funds CLVRX’s is holdings 543 different assets.
      What are the total assets of Mutual Funds CLVRX?
      Mutual Funds CLVRX’s total assets are 1.76B.
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