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CLVRX
Calvert US Large-Cap Value Responsible Index Fund - Class R6

CLVRX Mutual Fund Holdings Information

Holdings Count
541
Total Assets
1.77B
Top 10 Percentage
17.95%
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
541 Holdings
541 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
4.27%
$75.42M
$734.29B
33.03%
14 Buy
7 Hold
0 Sell
Moderate Buy
Walmart Inc.
2.17%
$38.36M
$794.89B
45.88%
28 Buy
2 Hold
0 Sell
Strong Buy
Bank of America
1.82%
$32.08M
$334.11B
11.79%
18 Buy
3 Hold
0 Sell
Strong Buy
Wells Fargo & Company
1.57%
$27.66M
$245.30B
29.74%
12 Buy
5 Hold
0 Sell
Moderate Buy
International Business Machines Corporation
1.55%
$27.28M
$246.77B
58.66%
8 Buy
5 Hold
2 Sell
Moderate Buy
Cisco
1.45%
$25.55M
$254.98B
39.78%
9 Buy
7 Hold
0 Sell
Moderate Buy
At&t Inc
1.39%
$24.46M
$196.87B
51.86%
15 Buy
4 Hold
0 Sell
Strong Buy
Verizon Communications
1.32%
$23.30M
$182.31B
4.77%
7 Buy
9 Hold
0 Sell
Moderate Buy
Procter & Gamble Company
1.25%
$22.13M
$389.08B
-3.36%
10 Buy
10 Hold
0 Sell
Moderate Buy
Goldman Sachs Group
1.16%
$20.51M
$183.86B
32.26%
8 Buy
7 Hold
0 Sell
Moderate Buy
Rows:
10

Sector Breakdown

29.39%Financial10.58%Consumer Defensive9.37%Industrials8.96%Healthcare8.54%Technology8.49%Real Estate7.75%Consumer Cyclical6.49%Utilities5.98%Communication Services3.02%Basic Materials0.74%Energy0.42%General0.26%Consumer Goods29.39%Financial
Financial
29.39%
Consumer Defensive
10.58%
Industrials
9.37%
Healthcare
8.96%
Technology
8.54%
Real Estate
8.49%
Consumer Cyclical
7.75%
Utilities
6.49%
Communication Services
5.98%
Basic Materials
3.02%
Energy
0.74%
General
0.42%
Consumer Goods
0.26%

Countries Breakdown

99.78%United States99.78%United States
United States
99.78%

Breakdown By Smart Score

8.01%Outperform1010.62%Outperform914.55%Outperform821.50%Neutral717.83%Neutral612.25%Neutral57.07%Neutral42.28%Underperform35.04%Underperform20.84%Underperform17
The weighted average smart score of the CLVRX Mutual Fund is 7
10
8.01%
9
10.62%
8
14.55%
7
21.50%
6
17.83%
5
12.25%
4
7.07%
3
2.28%
2
5.04%
1
0.84%

CLVRX Mutual Funds FAQ

What are Mutual Funds CLVRX’s top 3 holdings?
CLVRX’s top 3 holdings are JPM, WMT, BAC.
    What is Mutual Funds CLVRX’s holdings count?
    Mutual Funds CLVRX’s is holdings 541 different assets.
      What are the total assets of Mutual Funds CLVRX?
      Mutual Funds CLVRX’s total assets are 1.77B.
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