Calvert US Large-Cap Core Responsible Index ETF
CVLC
Market cap $441M

75.33 USD

+0.78

1.05%

At close Dec 24, 4:00 PM EST

1 day

1.05%

5 days

-0.88%

1 month

0.01%

3 months

5.73%

6 months

11.19%

Year to date

27.07%

1 year

26.08%

5 years

46.39%

10 years

46.39%

0

Funds holding %

of 6,809 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

32% more funds holding

Funds holding: 25 [Q2] → 33 (+8) [Q3]

2% more capital invested

Capital invested by funds: $292M [Q2] → $298M (+$6.08M) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 2 [Q2] → 2 (+0) [Q3]

9.79% less ownership

Funds ownership: 90.48% [Q2] → 80.69% (-9.79%) [Q3]

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Research analyst outlook

We haven’t received any recent analyst ratings for CVLC.

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Financial journalist opinion

Jobs Data Supports the Investment Case for Cyclicals

Lately, investors and advisors have been seeing more data supporting the case for a soft landing. Last Friday, the U.S. Department of Labor reported that the country added a colossal 254k jobs in September.

Jobs Data Supports the Investment Case for Cyclicals

CVLC: A Core ETF With a Sustainable Twist

Despite what some naysayers may have you believe, using ESG screening in a core fund can be greatly beneficial. Take the Calvert US Large-Cap Core Responsible Index ETF (CVLC), for example.

CVLC: A Core ETF With a Sustainable Twist

CVLC: I Dig The Investment Process

ESG investing is gaining traction, particularly in institutional investing. CVLC tracks well-managed US companies with strong ESG focus. The fund offers diversified holdings, a low expense ratio, but potential underperformance due to ESG limitations.

CVLC: I Dig The Investment Process

The ESG ETF Duo Marrying Returns and Sustainability

ESG isn't going away. Yes, it's taken hits over the last few years, losing its status among the biggest investing themes.

CVLC ETF: Research-Driven ESG Investing

The Calvert US Large-Cap Core Responsible Index ETF invests with a focus on ESG through a socially responsible approach. The CVLC fund has delivered solid performance this year, with its tracking index outperforming benchmarks over the past decade. CVLC is a suitable option for investors in the ESG ETF universe, well-positioned to continue delivering positive returns.

This ESG ETF Is Bucking the Trend

ESG ETFs have lost their luster in recent years — just don't tell the Calvert U.S. Large-Cap Core Responsible Index ETF (CVLC). The fund has performed well over the last one-year period despite so much uncertainty around ESG investing.

This ESG ETF Is Bucking the Trend

Morgan Stanley Converts 2 Mutual Funds Into Active ETFs

On Monday, Morgan Stanley Investment Management added two new ETFs to their extensive fund portfolio. The Eaton Vance Total Return Bond ETF (NYSE Arca: EVTR) and the Eaton Vance Short Duration Municipal Income ETF (NYSE Arca: EVSM) were both converted from existing mutual funds into the ETF wrapper.

Morgan Stanley Investment Management's Calvert ETFs Turn 1

Morgan Stanley Investment Management's lineup of ETFs has grown to over half a billion dollars in assets since their launch last year. The firm entered the ETF space one year ago with the launch of six Calvert ETFs.

Morgan Stanley Investment Management's Calvert ETFs Turn 1

There's Potential Benefit to ESG Criticism

Few, if any, investment strategies have drawn as much criticism as environmental, social and governance investing has. But what doesn't damage ESG as an investment style could serve to make it stronger.

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