CVLC - ETF AI Analysis
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Calvert US Large-Cap Core Responsible Index ETF (CVLC)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, showing solid overall momentum for investors.
Leading Technology and Growth Holdings
Top positions in major technology and growth companies like Apple, Nvidia, Alphabet, Amazon, Broadcom, Micron, and AMD have generally performed strongly, helping drive the fund’s returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment gains stay in investors’ pockets over time.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the ETF is more sensitive to downturns in tech stocks.
High Concentration in a Few Mega-Cap Stocks
A small number of very large companies make up a significant share of the portfolio, increasing the impact if any of these stocks stumble.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, offering little protection if the U.S. market faces broad weakness.
CVLC vs. SPDR S&P 500 ETF (SPY)
AUM983.06M
RegionNorth America
Expense Ratio0.15%
Beta1.03
IssuerCalvert
Inception DateJan 30, 2023
Dividend Yield0.9%
Asset ClassEquity
Index TrackedCalvert US Large-Cap Core Responsible Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume16,837
30 Day Avg. Volume31,449
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
116.55Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering753
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
CVLC Summary
CVLC is an ETF that follows the Calvert US Large-Cap Core Responsible Index, focusing on big, well-known U.S. companies that meet certain environmental, social, and governance (ESG) standards. It holds major names like Apple and Microsoft, along with other large firms across technology, finance, health care, and more, giving investors broad diversification in one investment. Someone might consider CVLC if they want long-term growth from large U.S. companies while also supporting more responsible business practices. A key risk is that it is heavily tilted toward tech stocks, so its value can go up and down sharply with the stock market and technology sector.
How much will it cost me?The Calvert US Large-Cap Core Responsible Index ETF (CVLC) has an expense ratio of 0.15%, which means you’ll pay $1.50 per year for every $1,000 invested. This is lower than average for ETFs because it is passively managed, tracking an index rather than relying on active stock picking.
What would affect this ETF?The ETF's focus on large-cap U.S. companies with strong ESG practices could benefit from increasing investor interest in sustainable investing and the continued growth of technology, its largest sector exposure. However, potential risks include economic slowdowns or regulatory changes that impact the tech sector or broader market, as well as shifts in ESG standards that could affect portfolio composition.
CVLC Top 10 Holdings
CVLC is riding a tech-heavy wave, with Microsoft and Nvidia acting as key engines thanks to their strong momentum in cloud and AI, while Amazon and Alphabet add extra fuel despite some recent bumps. Apple, by contrast, looks like it’s catching its breath, and Broadcom has been lagging a bit, softening the overall semiconductor punch. Micron and AMD hint at a deeper AI-chip theme running through the portfolio. With all of its top names rooted in U.S. markets, this is very much a domestically focused, Big Tech–tilted ESG play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.54% | $74.12M | $5.55T | 37.92% | 76 Outperform | |
| Apple | 6.85% | $67.32M | $4.67T | 33.49% | 79 Outperform | |
| Microsoft | 5.36% | $52.68M | $3.71T | 0.95% | 79 Outperform | |
| Alphabet Class A | 5.28% | $51.91M | $4.12T | 44.02% | 85 Outperform | |
| Amazon | 3.68% | $36.16M | $2.79T | 11.27% | 71 Outperform | |
| Broadcom | 2.42% | $23.84M | $1.70T | 6.87% | 76 Outperform | |
| Micron | 1.65% | $16.18M | $1.15T | 673.84% | 79 Outperform | |
| JPMorgan Chase | 1.53% | $15.02M | $953.33B | 21.83% | 72 Outperform | |
| Eli Lilly & Co | 1.53% | $15.00M | $1.08T | 58.05% | 72 Outperform | |
| Advanced Micro Devices | 1.16% | $11.45M | $779.62B | 215.98% | 73 Outperform |
CVLC Technical Analysis
Positive
―
Price Trends
95.04
Positive
93.21
Positive
88.34
Positive
Market Momentum
0.21
Positive
53.15
Neutral
54.25
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For CVLC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 96.41, equal to the 50-day MA of 95.04, and equal to the 200-day MA of 88.34, indicating a neutral trend. The MACD of 0.21 indicates Positive momentum. The RSI at 53.15 is Neutral, neither overbought nor oversold. The STOCH value of 54.25 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CVLC.
CVLC Peer Comparison
Comparison Results
Performance Comparison
CVLC
Calvert US Large-Cap Core Responsible Index ETF
96.21
16.74
21.06%
IUS
Invesco RAFI Strategic US ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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SPHB
Invesco S&P 500 High Beta ETF
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―
―
INFO
Harbor PanAgora Dynamic Large Cap Core ETF
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PTL
Inspire 500 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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