Calvert US Large-Cap Core Responsible Index ETF (CVLC) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.07: the stock has moved about 7% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalvert US Large-Cap Core Responsible Index ETF (CVLC) trades at $95.59. Calvert US Large-Cap Core Responsible Index ETF (CVLC) seeks to replicate the performance of an index composed of large-cap U.S. companies adhering to responsible investment principles. Sector: Financials.
Price as of · Last analyzed: 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.
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 $0.72 billion 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 $0.72 billion 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 | MoonshotScore |
|---|---|---|---|---|
| FDRR FIDELITY DIVIDEND ETF FOR RISING RATES | $68.73 | +0.81% | $721M | — |
| GJUL FT Vest U.S. Equity Moderate Buffer ETF - July | $44.76 | +0.52% | $656M | — |
| INFO Harbor PanAgora Dynamic Large Cap Core ETF | $28.47 | +0.64% | $893M | — |
| KRMA Global X - Conscious Companies ETF | $47.82 | +0.61% | $616M | — |
| LRGC Alliance Bernstein - AB US Large Cap Strategic Equities ETF | $86.53 | +0.79% | $1.04B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -0.8%.
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 · March 2026
CVLC Latest News
No recent news available for CVLC.
CVLC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CVLC.
Price Targets
Wall Street price target analysis for CVLC.
CVLC MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CVLC; grades run from A+ (80-100) to F (below 30).
Common Questions About CVLC (Financials)
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.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.