Calvert US Large-Cap Core Responsible Index ETF (CVLC)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert US Large-Cap Core Responsible Index ETF (CVLC) trades at $94.66 with AI Score 44/100 (Grade C). Calvert US Large-Cap Core Responsible Index ETF (CVLC) seeks to replicate the performance of an index composed of large-cap U. S. Market cap: $851.36M, Sector: Financial services.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for CVLC: CVLC does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CVLC against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CVLC: the 1 perspectives are evenly split.
How is this calculated? →Calvert US Large-Cap Core Responsible Index ETF (CVLC) Financial Services Profile
Calvert US Large-Cap Core Responsible Index ETF (CVLC) offers investors exposure to large-cap U.S. equities screened for responsible investment criteria. With a focus on ESG principles, CVLC provides a diversified portfolio mirroring the Calvert Principles for Responsible Investment, appealing to socially conscious investors seeking broad market exposure.
What Is the Investment Thesis for CVLC?
CVLC presents a compelling option for investors seeking ESG-aligned exposure to the U.S. large-cap equity market. The fund's passive management style and focus on responsible investment principles offer a cost-effective way to incorporate ESG considerations into a portfolio. With a market cap of $851.36M and a beta of 1.07, CVLC exhibits market-like volatility. Growth catalysts include increasing investor demand for ESG investments and regulatory tailwinds promoting sustainable business practices. The absence of a dividend yield may deter some income-seeking investors. The fund's value is driven by the performance of its underlying index, which in turn is influenced by the performance of its constituent companies and broader market conditions.
Based on FMP financials and quantitative analysis
CVLC Key Highlights
- CVLC's focus on responsible investing aligns with growing investor demand for ESG-focused investment products.
- The fund's passive management strategy contributes to a relatively low expense ratio compared to actively managed ESG funds.
- CVLC's portfolio is diversified across various sectors within the U.S. large-cap equity market, mitigating concentration risk.
- The fund's beta of 1.07 indicates a market-like volatility profile.
- CVLC's market cap of $851.36M reflects its established presence in the ESG ETF market.
Who Are CVLC's Competitors?
CVLC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FDRR FIDELITY DIVIDEND ETF FOR RISING RATES | $66.12 | +0.60% | $730.95M | 49 |
| GJUL FT Vest U.S. Equity Moderate Buffer ETF - July | $43.51 | -0.05% | $637.55M | 47 |
| INFO Harbor PanAgora Dynamic Large Cap Core ETF (INFO) | $27.22 | +0.96% | $817.95M | 47 |
| KRMA Global X - Conscious Companies ETF | $47.52 | +0.54% | $611.68M | 46 |
| LRGC Alliance Bernstein - AB US Large Cap Strategic Equities ETF | $84.59 | +0.67% | $1.02B | 44 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CVLC's Key Strengths?
- Focus on responsible investing aligns with growing investor demand.
- Passive management strategy results in lower expense ratio.
- Diversified portfolio across various sectors.
- Established brand in ESG investing.
What Are CVLC's Weaknesses?
- Absence of dividend yield may deter some investors.
- Performance is tied to the underlying index, limiting potential for outperformance.
- Susceptible to market fluctuations.
What Could Drive CVLC Stock Higher?
- Increasing investor awareness of ESG issues.
- Growing demand for sustainable investment options.
- Potential regulatory changes favoring ESG investments.
What Are the Key Risks for CVLC?
- Market downturn impacting fund performance.
- Increased competition from other ESG funds.
- Changes in ESG regulations or standards.
- Dependence on the performance of the underlying index.
What Are the Growth Opportunities for CVLC?
- Increasing investor demand for ESG investments: The growing awareness of environmental and social issues is driving increased demand for ESG-focused investment products. As more investors seek to align their investments with their values, CVLC is well-positioned to attract assets from both institutional and retail investors. The market for ESG investments is projected to reach trillions of dollars in the coming years, providing a significant growth opportunity for CVLC.
- Regulatory tailwinds promoting sustainable business practices: Governments and regulatory bodies around the world are increasingly implementing policies and regulations that promote sustainable business practices. These policies can create a more favorable environment for companies with strong ESG profiles, which can benefit CVLC's performance. The ongoing shift towards a more sustainable economy is expected to further drive demand for ESG investments.
- Expansion of ESG data and analytics: The availability of ESG data and analytics is improving, making it easier for investors to assess the ESG performance of companies. This increased transparency can help to attract more investors to ESG funds like CVLC, as they can more easily evaluate the fund's alignment with their values. The development of more sophisticated ESG metrics and rating systems is expected to further enhance the appeal of ESG investing.
- Growing adoption of ESG investing by institutional investors: Institutional investors, such as pension funds and endowments, are increasingly adopting ESG investing strategies. This trend is driven by a combination of factors, including fiduciary duty, risk management, and social responsibility. As institutional investors allocate more capital to ESG investments, CVLC is likely to benefit from increased inflows.
- Development of new ESG investment strategies: The asset management industry is constantly developing new ESG investment strategies to meet the evolving needs of investors. These strategies may include thematic ESG funds focused on specific environmental or social issues, or impact investing funds that aim to generate both financial returns and positive social impact. As the ESG investment landscape continues to evolve, CVLC can explore opportunities to expand its product offerings and attract new investors.
What Opportunities Does CVLC Have?
- Increasing adoption of ESG investing by institutional investors.
- Development of new ESG investment strategies.
- Expansion of ESG data and analytics.
- Regulatory tailwinds promoting sustainable business practices.
What Threats Does CVLC Face?
- Increased competition from other ESG funds.
- Changes in ESG regulations or standards.
- Market downturns impacting fund performance.
- Potential for greenwashing accusations.
What Are CVLC's Competitive Advantages?
- Established brand recognition in the responsible investing space.
- Passive management strategy provides a cost advantage.
- Diversified portfolio mitigates concentration risk.
What Does CVLC Do?
Calvert US Large-Cap Core Responsible Index ETF (CVLC) is designed to track the performance of an index comprised of large-capitalization U.S. companies that operate in a manner consistent with Calvert's Principles for Responsible Investment. The fund was created to provide investors with a way to invest in companies that demonstrate a commitment to environmental, social, and governance (ESG) factors, without sacrificing the potential returns of the broader market. CVLC invests at least 80% of its net assets (plus any borrowings for investment purposes) in securities included in its underlying index. The index methodology emphasizes companies exhibiting strong ESG practices, aiming to promote positive change through investment. By focusing on large-cap companies, CVLC offers a relatively stable investment option within the ESG landscape, appealing to investors seeking both financial returns and social impact. The fund's investment strategy involves a passive approach, seeking to replicate the index's performance rather than actively selecting individual stocks. This approach typically results in lower management fees compared to actively managed ESG funds. CVLC's portfolio reflects a broad range of sectors within the U.S. economy, providing diversification while adhering to its responsible investment mandate.
What Products and Services Does CVLC Offer?
- Invests in a diversified portfolio of large-cap U.S. stocks.
- Screens companies based on Calvert's Principles for Responsible Investment.
- Tracks the performance of an underlying index focused on ESG factors.
- Offers investors exposure to the U.S. equity market with an ESG lens.
- Provides a passively managed investment strategy.
- Seeks to replicate the performance of its benchmark index.
How Does CVLC Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by market appreciation and net investor inflows.
- Operates as a passively managed ETF, minimizing active trading costs.
What Industry Does CVLC Operate In?
CVLC operates within the asset management industry, specifically in the growing segment of ESG investing. The increasing awareness of climate change and social issues has fueled demand for investment products that align with ethical and sustainable principles. The competitive landscape includes both actively managed and passively managed ESG funds, with CVLC positioned as a passively managed option focused on large-cap U.S. equities. The market for ESG investments is expected to continue growing, driven by both institutional and retail investors seeking to integrate ESG factors into their investment decisions.
Who Are CVLC's Key Customers?
- Retail investors seeking ESG-aligned investment options.
- Institutional investors incorporating ESG factors into their portfolios.
- Financial advisors recommending ESG funds to their clients.
CVLC Valuation & Market Position
Relative to its peer group, CVLC's quantitative score of 44/100 is roughly in line with the peer average of 47/100.
CVLC Financials
Bull Case vs Bear Case
Bull Case
- Focus on responsible investing aligns with growing investor demand.
- Passive management strategy results in lower expense ratio.
- Diversified portfolio across various sectors.
- Established brand in ESG investing.
Bear Case
- Absence of dividend yield may deter some investors.
- Performance is tied to the underlying index, limiting potential for outperformance.
- Susceptible to market fluctuations.
- Potential: Market downturn impacting fund performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
CVLC Latest News
No recent news available for CVLC.
CVLC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CVLC.
Price Targets
Wall Street price target analysis for CVLC.
CVLC MoonshotScore
What does this score mean?
The MoonshotScore rates CVLC's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About CVLC (Financial Services)
What does Calvert US Large-Cap Core Responsible Index ETF do?
Calvert US Large-Cap Core Responsible Index ETF (CVLC) provides investors with exposure to a diversified portfolio of large-cap U.S. companies that meet specific environmental, social, and governance (ESG) criteria. The fund tracks an index designed to represent the performance of companies demonstrating responsible business practices, aligning investment decisions with ESG principles. CVLC offers a passively managed approach to ESG investing, seeking to replicate the returns of its underlying index while promoting responsible corporate behavior. The fund's focus on large-cap companies provides a relatively stable investment option within the ESG landscape.
What are the main risks for CVLC?
The main risks for CVLC include market risk, as the fund's performance is tied to the performance of the U.S. large-cap equity market. Increased competition from other ESG funds could also put pressure on CVLC's management fees and AUM growth. Changes in ESG regulations or standards could impact the fund's investment strategy and performance. Greenwashing accusations, if proven, could damage the fund's reputation and lead to investor outflows. Additionally, the fund's passive management style limits its ability to outperform its benchmark index.
How does Calvert US Large-Cap Core Responsible Index ETF incorporate ESG factors into its investment process?
Calvert US Large-Cap Core Responsible Index ETF integrates ESG factors by tracking an index that screens companies based on Calvert's Principles for Responsible Investment. These principles encompass a range of environmental, social, and governance criteria, such as carbon emissions, labor practices, and board diversity. Companies that do not meet Calvert's ESG standards are excluded from the index, ensuring that the fund's portfolio is comprised of companies demonstrating a commitment to responsible business practices. This approach allows investors to align their investments with their values and support companies that are making a positive impact on society and the environment.
How is Calvert US Large-Cap Core Responsible Index ETF adapting to fintech disruption in the asset management industry?
As a passively managed ETF, Calvert US Large-Cap Core Responsible Index ETF's adaptation to fintech disruption primarily involves leveraging technology to enhance operational efficiency and reduce costs. The fund benefits from advancements in trading platforms, data analytics, and portfolio management software, which can improve its ability to track its underlying index and provide investors with a seamless investment experience. While CVLC does not directly compete with fintech companies in areas such as robo-advisory or personalized investment solutions, it can partner with fintech platforms to expand its reach and offer its ESG-focused investment products to a wider audience. The fund's focus on passive management also positions it well to compete with fintech-driven investment solutions that emphasize low fees and transparency.
What are the key factors to evaluate for CVLC?
Calvert US Large-Cap Core Responsible Index ETF (CVLC) holds an AI score of 44/100 (low). Not financial advice.
How frequently does CVLC data refresh on this page?
CVLC prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CVLC's recent stock price performance?
Calvert US Large-Cap Core Responsible Index ETF (CVLC) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Focus on responsible investing aligns with growing investor demand. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CVLC overvalued or undervalued right now?
Valuing Calvert US Large-Cap Core Responsible Index ETF (CVLC) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for CVLC, limiting the depth of available insights.
- Financial data is based on available information and may be subject to change.