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Calvert U.S. Large Cap Value Responsible Index Fund Class I (CFJIX) Holdings

Holdings Count
526
Total Assets
2.13B
Top 10 Percentage
17.62%
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
Market Cap
Smart Score
Price Target Upside
Analyst Consensus
Yearly Gain
CFJIX holdings
NameMarket ValuePrice & ChangeFollow
JPMJPMorgan Chase & Co.4.46%$95.02M―$908.40B7.95%Moderate Buy$373.81
BACBank of America2.22%$47.23M―$349.70B-5.13%Strong Buy$62.56
UNHUnitedhealth Group Inc.1.92%$40.88M―$363.00B25.98%Strong Buy$482.69
INTCIntel1.50%$31.89M―$308.96B51.18%Hold$91.62
WFCWells Fargo & Company1.44%$30.77M―$257.44B-0.39%Moderate Buy$96.8
CCitigroup Inc1.38%$29.46M―$205.10B20.47%Strong Buy$152.96
PGProcter & Gamble Company1.32%$28.17M―$390.92B15.92%Moderate Buy$175
HDHome Depot1.23%$26.14M―$350.19B-5.25%Strong Buy$385.36
GSGoldman Sachs Group1.11%$23.68M―$262.53B14.17%Moderate Buy$1,086.31
VZVerizon Communications1.03%$21.97M―$191.94B16.21%Moderate Buy$49.5

Sector Breakdown

28.77%Financial
  • Financial28.77%
  • Healthcare13.61%
  • Industrials9.32%
  • Consumer Defensive8.92%
  • Technology7.70%
  • Real Estate7.20%
  • Utilities6.54%
  • Consumer Cyclical5.97%
  • Communication Services4.41%
  • General3.77%
  • Basic Materials3.42%
  • Energy0.36%

Countries Breakdown

98.55%United States
  • United States98.55%

Breakdown By Smart Score

7

The weighted average smart score of the CFJIX Mutual Fund is 7

  • 105.80%
  • 913.94%
  • 818.20%
  • 728.89%
  • 612.20%
  • 58.25%
  • 48.31%
  • 31.78%
  • 21.82%
  • 10.82%

CFJIX Mutual Funds FAQ

What are Mutual Funds CFJIX’s top 3 holdings?
CFJIX’s top 3 holdings are JPM, BAC, UNH.
What is Mutual Funds CFJIX’s holdings count?
Mutual Funds CFJIX’s is holdings 526 different assets.
What are the total assets of Mutual Funds CFJIX?
Mutual Funds CFJIX’s total assets are 2.13B.