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

CLVRX Mutual Fund Holdings Information

Holdings Count
517
Total Assets
1.92B
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
517 Holdings
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
JPMorgan Chase & Co.
4.37%
$83.70M
$599.00B
35.54%
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
Bank of America
2.08%
$39.90M
$329.94B
34.06%
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
Wells Fargo & Company
1.68%
$32.11M
$207.23B
31.82%
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
Walmart Inc.
1.55%
$29.60M
$567.87B
34.48%
28 Buy
3 Hold
0 Sell
Strong Buy
premium
Verizon Communications
1.45%
$27.78M
$166.98B
23.93%
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
Intel
1.41%
$26.98M
$134.95B
-6.46%
3 Buy
13 Hold
1 Sell
Hold
premium
Unitedhealth Group Inc.
1.36%
$26.12M
$515.19B
11.90%
21 Buy
0 Hold
0 Sell
Strong Buy
premium
Pfizer Inc
1.30%
$24.98M
$169.88B
-14.93%
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
Uber Technologies
1.27%
$24.34M
$138.20B
39.80%
30 Buy
2 Hold
0 Sell
Strong Buy
premium
Goldman Sachs Group
1.15%
$21.99M
$156.94B
40.20%
13 Buy
4 Hold
0 Sell
Strong Buy
premium

Sector Breakdown

27.39%Financial15.19%Industrials12.42%Healthcare8.95%Consumer Cyclical8.90%Technology8.72%Consumer Defensive6.68%Utilities6.08%Communication Services4.27%Basic Materials0.97%Energy0.45%Real Estate27.39%Financial
Financial
27.39%
Industrials
15.19%
Healthcare
12.42%
Consumer Cyclical
8.95%
Technology
8.90%
Consumer Defensive
8.72%
Utilities
6.68%
Communication Services
6.08%
Basic Materials
4.27%
Energy
0.97%
Real Estate
0.45%

Countries Breakdown

99.83%United States99.83%United States
United States
99.83%

Breakdown By Smart Score

11.04%Outperform1021.37%Outperform913.69%Outperform814.77%Neutral719.19%Neutral69.22%Neutral54.83%Neutral43.62%Underperform31.56%Underperform20.71%Underperform17
The weighted average smart score of the CLVRX Mutual Fund is 7
10
11.04%
9
21.37%
8
13.69%
7
14.77%
6
19.19%
5
9.22%
4
4.83%
3
3.62%
2
1.56%
1
0.71%

CLVRX Mutual Funds FAQ

What are Mutual Funds CLVRX’s top 3 holdings?
CLVRX’s top 3 holdings are JPM, BAC, WFC.
    What is Mutual Funds CLVRX’s holdings count?
    Mutual Funds CLVRX’s is holdings 517 different assets.
      What are the total assets of Mutual Funds CLVRX?
      Mutual Funds CLVRX’s total assets are 1.92B.
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