Stocks breaking to new annual highs
S&P 500 oversold value screener
Relative strength momentum leaders
Upcoming earnings dates & reports
Filter and sort all 500 stocks
Continuous multi-factor scoring & catalyst forensics
Today's biggest gainers and losers
Calvert US Large Cap Core Responsible Index Fund Class C (CSXCX) is an asset management fund focused on large-cap U.S. companies that meet specific environmental, social, and governance (ESG) criteria. The fund's competitive position is bolstered by its commitment to responsible investing, appealing to a growing segment of socially conscious investors.
CSXCX generates revenue primarily through management fees based on the assets it manages, which are invested in a diversified portfolio of large-cap U.S. equities that adhere to ESG standards. The fund's unique selling proposition lies in its focus on responsible investing, which attracts a niche market of investors willing to pay a premium for ethical investment options.
Changes in AUM driven by investor sentiment towards ESG investing
Market performance of large-cap U.S. equities
Regulatory changes impacting ESG criteria
Shifts in consumer preferences towards responsible investment products
Increased regulatory scrutiny on ESG claims could impact the fund's investment strategy.
Technological disruption in asset management could lead to new competitors offering lower-cost solutions.
Emergence of low-cost index funds that do not focus on ESG criteria could attract price-sensitive investors.
Increased competition from traditional asset managers entering the ESG space.
High debt levels in some portfolio companies could lead to increased volatility in fund performance.
Liquidity risks if significant redemptions occur during market downturns.
moderate - The fund's performance is linked to the broader economic cycle, as economic growth can influence investor confidence and AUM.
Rising interest rates can lead to higher financing costs for companies in the fund's portfolio, potentially impacting their profitability and stock prices, which in turn affects the fund's performance.
minimal - The fund is not heavily reliant on credit markets, as its revenue is primarily derived from management fees.
growth - The fund appeals to growth-oriented investors looking for exposure to large-cap companies with strong ESG practices.
moderate - The fund's historical volatility is in line with the broader market, reflecting its large-cap equity focus.
