CDEI - ETF AI Analysis
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Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month and year-to-date, indicating positive recent momentum.
Leadership from Key Tech Holdings
Several major technology names in the top holdings have delivered strong results, helping support the fund’s overall performance.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Heavy Technology Concentration
A large portion of the portfolio is in the technology sector, which can increase risk if that area of the market struggles.
Mixed Performance Among Top Holdings
Several of the largest positions have recently lagged, which could weigh on future returns if the weakness continues.
Limited Geographic Diversification
The ETF is almost entirely invested in U.S. companies, offering little exposure to markets outside the United States.
CDEI vs. SPDR S&P 500 ETF (SPY)
AUM18.17M
RegionNorth America
Expense Ratio0.14%
Beta1.01
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield0.98%
Asset ClassEquity
Index TrackedCalvert US Large-Cap Diversity Research Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume639
30 Day Avg. Volume809
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
107.30Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering233
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CDEI Summary
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) is a U.S. stock fund that follows the Calvert US Large-Cap Diversity Research Index. It invests in big, well-known American companies that show strong commitment to diversity, equity, and inclusion in their workplaces. Top holdings include major names like Apple and Microsoft, along with other large tech and financial firms. Someone might invest in CDEI to seek long-term growth from large U.S. companies while supporting inclusive business practices. A key risk is that it is heavily tilted toward technology stocks, so its price can rise and fall sharply with that sector.
How much will it cost me?The expense ratio for the Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) is 0.14%, which means you’ll pay $1.40 per year for every $1,000 invested. This is lower than average because the ETF is passively managed, tracking an index rather than relying on active stock selection.
What would affect this ETF?The CDEI ETF, with its focus on U.S. large-cap companies committed to diversity, equity, and inclusion, could benefit from growing investor interest in ESG-focused investments and the strong performance of its top holdings in technology and financial sectors. However, it may face challenges if regulatory changes or economic downturns negatively impact large-cap companies or if interest in ESG investing declines. Additionally, its heavy reliance on the technology sector could make it vulnerable to sector-specific risks, such as changes in innovation trends or increased competition.
CDEI Top 10 Holdings
This ETF leans heavily on U.S. tech giants, with Nvidia, Apple, Alphabet, and Microsoft steering the ship. Lately, those Big Tech leaders have been a bit choppy—earlier gains are now seeing some wobble, so they’re not pulling as hard as before. Offsetting that, chip names like AMD and Intel are sprinting ahead, giving the fund a fresh burst of momentum. Beyond tech, steady strength from JPMorgan and Eli Lilly adds balance, but overall the story is a U.S.-centric, tech-heavy portfolio where semiconductors are doing the heavy lifting.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Apple | 8.32% | $1.52M | $4.53T | 47.93% | 79 Outperform | |
| Nvidia | 8.18% | $1.50M | $4.71T | 22.22% | 76 Outperform | |
| Alphabet Class A | 7.35% | $1.34M | $4.34T | 110.50% | 85 Outperform | |
| Microsoft | 5.73% | $1.05M | $2.90T | -22.12% | 79 Outperform | |
| Eli Lilly & Co | 3.61% | $660.37K | $1.14T | 58.88% | 72 Outperform | |
| JPMorgan Chase | 3.44% | $629.98K | $896.22B | 19.96% | 72 Outperform | |
| Advanced Micro Devices | 3.16% | $577.89K | $844.36B | 274.48% | 73 Outperform | |
| Visa | 2.52% | $461.35K | $682.30B | -0.66% | 70 Outperform | |
| Intel | 2.15% | $393.06K | $604.88B | 367.95% | 64 Neutral | |
| AbbVie | 1.94% | $354.27K | $461.26B | 34.19% | 66 Neutral |
CDEI Technical Analysis
Positive
―
Price Trends
89.05
Positive
84.80
Positive
82.93
Positive
Market Momentum
0.77
Negative
60.37
Neutral
80.31
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CDEI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 90.06, equal to the 50-day MA of 89.05, and equal to the 200-day MA of 82.93, indicating a bullish trend. The MACD of 0.77 indicates Negative momentum. The RSI at 60.37 is Neutral, neither overbought nor oversold. The STOCH value of 80.31 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CDEI.
CDEI Peer Comparison
Comparison Results
Performance Comparison
CDEI
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
91.47
16.81
22.52%
ACEP
ARS Core Equity Portfolio ETF
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FCUS
Pinnacle Focused Opportunities ETF
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JOYT
JPMorgan Equity and Options Total Return ETF
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EGGQ
NestYield Visionary ETF
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JHDG
John Hancock Hedged Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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