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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
549
Total Assets
1.89B
Top 10 Percentage
17.10%
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
549 Holdings
549 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
3.88%
$73.22M
$859.01B
35.21%
10 Buy
7 Hold
0 Sell
Moderate Buy
Bank of America
2.24%
$42.41M
$400.25B
25.75%
17 Buy
2 Hold
0 Sell
Strong Buy
Unitedhealth Group Inc.
1.88%
$35.50M
$302.73B
-32.22%
17 Buy
3 Hold
1 Sell
Strong Buy
Wells Fargo & Company
1.62%
$30.68M
$289.39B
34.48%
11 Buy
6 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
1.44%
$27.16M
$263.68B
57.46%
6 Buy
8 Hold
0 Sell
Moderate Buy
Merck & Company
1.30%
$24.51M
$243.91B
0.85%
8 Buy
6 Hold
0 Sell
Moderate Buy
At&t Inc
1.26%
$23.73M
$170.64B
7.93%
8 Buy
5 Hold
0 Sell
Moderate Buy
Citigroup Inc
1.18%
$22.26M
$199.11B
63.62%
12 Buy
3 Hold
0 Sell
Strong Buy
Verizon Communications
1.15%
$21.82M
$171.82B
2.28%
4 Buy
10 Hold
0 Sell
Moderate Buy
Ge Aerospace
1.15%
$21.82M
$315.10B
77.29%
11 Buy
0 Hold
1 Sell
Strong Buy
Rows:
10

Sector Breakdown

28.88%Financial14.31%Healthcare10.48%Industrials8.93%Technology7.71%Consumer Defensive7.51%Consumer Cyclical6.93%Real Estate5.92%Utilities5.91%Communication Services2.65%Basic Materials0.73%Energy0.01%Services28.88%Financial
Financial
28.88%
Healthcare
14.31%
Industrials
10.48%
Technology
8.93%
Consumer Defensive
7.71%
Consumer Cyclical
7.51%
Real Estate
6.93%
Utilities
5.92%
Communication Services
5.91%
Basic Materials
2.65%
Energy
0.73%
Services
0.01%

Countries Breakdown

99.45%United States99.45%United States
United States
99.45%

Breakdown By Smart Score

10.10%Outperform1016.10%Outperform913.04%Outperform815.87%Neutral720.51%Neutral68.67%Neutral59.33%Neutral42.84%Underperform32.55%Underperform21.00%Underperform17
The weighted average smart score of the CLVRX Mutual Fund is 7
10
10.10%
9
16.10%
8
13.04%
7
15.87%
6
20.51%
5
8.67%
4
9.33%
3
2.84%
2
2.55%
1
1.00%

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 549 different assets.
      What are the total assets of Mutual Funds CLVRX?
      Mutual Funds CLVRX’s total assets are 1.89B.
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