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CLVRX
Calvert US Large-Cap Value Responsible Index Fund - Class R6
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Similar Mutual Funds

CLVRX Mutual Fund Holdings Information

Holdings Count
539
Total Assets
1.74B
Top 10 Percentage
16.45%
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
539 Holdings
539 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPM
JPMorgan Chase & Co.
3.89%
$67.76M
―
$673.68B
63.41%
12 Buy
5 Hold
1 Sell
Moderate Buy
―
BAC
Bank of America
1.92%
$33.47M
―
$353.57B
66.47%
14 Buy
2 Hold
0 Sell
Strong Buy
―
WMT
Walmart Inc.
1.83%
$31.84M
―
$676.90B
52.01%
28 Buy
1 Hold
0 Sell
Strong Buy
―
WFC
Wells Fargo & Company
1.49%
$25.94M
―
$241.59B
77.45%
12 Buy
10 Hold
0 Sell
Moderate Buy
―
PG
Procter & Gamble Company
1.30%
$22.68M
―
$391.01B
9.65%
12 Buy
6 Hold
0 Sell
Moderate Buy
―
VZ
Verizon Communications
1.28%
$22.24M
―
$170.24B
13.25%
8 Buy
9 Hold
0 Sell
Moderate Buy
―
CSCO
Cisco
1.24%
$21.60M
―
$233.70B
11.48%
9 Buy
6 Hold
0 Sell
Moderate Buy
―
IBM
International Business Machines Corporation
1.19%
$20.66M
―
$197.48B
43.32%
5 Buy
7 Hold
2 Sell
Hold
―
PFE
Pfizer Inc
1.18%
$20.48M
―
$148.70B
-10.99%
6 Buy
13 Hold
0 Sell
Moderate Buy
―
CMCSA
Comcast Corp
1.14%
$19.78M
―
$169.13B
5.46%
12 Buy
7 Hold
0 Sell
Moderate Buy
―
Rows:
10

Sector Breakdown

28.01%Financial10.45%Consumer Defensive9.94%Industrials9.40%Healthcare9.02%Technology8.81%Consumer Cyclical8.26%Real Estate6.00%Utilities5.38%Communication Services3.58%Basic Materials0.81%Energy0.33%General28.01%Financial
Financial
28.01%
Consumer Defensive
10.45%
Industrials
9.94%
Healthcare
9.40%
Technology
9.02%
Consumer Cyclical
8.81%
Real Estate
8.26%
Utilities
6.00%
Communication Services
5.38%
Basic Materials
3.58%
Energy
0.81%
General
0.33%

Countries Breakdown

99.67%United States99.67%United States
United States
99.67%

Breakdown By Smart Score

11.21%Outperform1016.87%Outperform917.00%Outperform824.92%Neutral713.39%Neutral67.88%Neutral54.13%Neutral43.03%Underperform31.19%Underperform20.39%Underperform17
The weighted average smart score of the CLVRX Mutual Fund is 7
10
11.21%
9
16.87%
8
17.00%
7
24.92%
6
13.39%
5
7.88%
4
4.13%
3
3.03%
2
1.19%
1
0.39%

CLVRX Mutual Funds FAQ

What are Mutual Funds CLVRX’s top 3 holdings?
CLVRX’s top 3 holdings are JPM, BAC, WMT.
    What is Mutual Funds CLVRX’s holdings count?
    Mutual Funds CLVRX’s is holdings 539 different assets.
      What are the total assets of Mutual Funds CLVRX?
      Mutual Funds CLVRX’s total assets are 1.74B.

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