Calvert US Large Cap Growth Rspnb Idx I (CGJIX)
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 Growth Rspnb Idx I (CGJIX). Calvert US Large Cap Growth Rspnb Idx I is a mutual fund focused on investing in large-cap growth companies that adhere to responsible investment principles. Sector: Financial services.
Last analyzed: Mar 17, 2026CGJIX: 1/1 perspectives are bearish.
Calvert US Large Cap Growth Rspnb Idx I (CGJIX) Financial Services Profile
Calvert US Large Cap Growth Rspnb Idx I (CGJIX) is a mutual fund mirroring the Calvert US Large Cap Growth Responsible Index, emphasizing large-cap growth companies committed to responsible investment. With approximately $0.96 billion in assets, the fund offers investors exposure to companies meeting specific environmental, social, and governance (ESG) criteria within the large-cap growth sector.
What Is the Investment Thesis for CGJIX?
Calvert US Large Cap Growth Rspnb Idx I presents an investment opportunity for those seeking exposure to large-cap growth companies with a focus on responsible investing. The fund's strategy of mirroring the Calvert US Large Cap Growth Responsible Index provides diversification across companies adhering to ESG principles. With a beta of 1.12, the fund exhibits slightly higher volatility compared to the broader market. The fund's growth potential is tied to the increasing investor interest in ESG-focused investments and the performance of the large-cap growth sector. However, the absence of a dividend yield may deter some income-seeking investors. The fund's expense ratio will be a key factor in determining its long-term performance relative to the index. As ESG investing gains further traction, CGJIX is positioned to attract capital from investors looking to align their investments with responsible business practices.
Based on FMP financials and quantitative analysis
CGJIX Key Highlights
- Market Cap of $0.96 billion indicates the fund's significant holdings in large-cap growth companies.
- Beta of 1.12 suggests the fund is slightly more volatile than the market, potentially offering higher returns during bull markets but also greater risk during downturns.
- The fund invests at least 95% of its assets in securities within the Calvert US Large Cap Growth Responsible Index, ensuring close alignment with its investment objective.
- The fund's focus on ESG principles caters to the growing demand for responsible investing, potentially attracting a larger investor base.
- Absence of dividend yield may be a drawback for income-focused investors, but aligns with the growth-oriented nature of the fund's holdings.
Who Are CGJIX's Competitors?
Who Are CGJIX's Competitors?
CGJIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CGJAX Calvert US Large Cap Growth Rspnb Idx A | $82.87 | +0.00% | $1.03B | — |
| FCIRX NYLI PineStone International Equity Fund Class A | $18.38 | +0.00% | $640.85M | — |
| SII Sprott Inc. | $131.01 | +3.20% | $3.38B | 71 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.67 | +0.00% | $127.64M | 70 |
| IDKFF ThreeD Capital Inc. | $0.08 | +0.00% | $5.72M | 70 |
| IDDTF AB Industrivärden (publ) | $34.25 | +0.00% | $14.79B | 70 |
| ARES Ares Management Corporation | $125.65 | -3.72% | 42B | 62 |
| STEX Streamex Corp. (STEX) is focused on real-world asset tokenization, particularly integrating the gold and commodities market into blockchain technology. The company | $1.14 | -7.32% | 46M | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CGJIX's Key Strengths?
- Strong focus on ESG investing aligns with growing investor demand.
- Passive management strategy provides cost-effectiveness.
- Established brand reputation of Calvert in responsible investing.
- Diversification across large-cap growth companies.
What Are CGJIX's Weaknesses?
- Absence of dividend yield may deter income-seeking investors.
- Performance is tied to the Calvert US Large Cap Growth Responsible Index, limiting potential for outperformance.
- Beta of 1.12 indicates slightly higher volatility compared to the market.
- Vulnerable to market downturns affecting large-cap growth stocks.
What Could Drive CGJIX Stock Higher?
- Increasing investor demand for ESG-focused investments.
- Growing awareness of environmental and social issues.
- Potential for new regulatory policies supporting ESG investing.
- Expansion of ESG-related product offerings by Calvert.
What Are the Key Risks for CGJIX?
- Market downturns affecting large-cap growth stocks.
- Increased competition from other ESG-focused funds.
- Changes in regulatory policies regarding ESG investing.
- Greenwashing or misrepresentation of ESG practices.
- Dependence on the performance of the Calvert US Large Cap Growth Responsible Index.
What Are the Growth Opportunities for CGJIX?
- Increased Adoption of ESG Investing: The rising awareness and demand for ESG-focused investments present a significant growth opportunity for Calvert US Large Cap Growth Rspnb Idx I. As more investors prioritize companies with strong ESG practices, the fund is well-positioned to attract capital. The global ESG assets are projected to exceed $50 trillion by 2025, indicating a substantial market for ESG-focused funds like CGJIX. This trend is ongoing and expected to accelerate as younger generations, who prioritize sustainability, become a larger part of the investor base.
- Expansion of ESG-Related Products: Calvert can expand its offerings of ESG-related investment products to cater to different investor preferences and risk profiles. This could include launching new funds focused on specific ESG themes, such as climate change or social justice. By diversifying its product line, Calvert can attract a wider range of investors and increase its assets under management. The timeline for launching new products is typically 1-2 years, depending on regulatory approvals and market conditions.
- Partnerships and Collaborations: Collaborating with other financial institutions and organizations focused on sustainability can enhance Calvert's brand reputation and expand its distribution network. Partnering with ESG rating agencies or research firms can also improve the fund's investment process and provide investors with greater transparency. Such partnerships can be established within 6-12 months, leading to long-term benefits in terms of brand recognition and market reach.
- Technological Advancements in ESG Data Analysis: Leveraging technology to improve the collection, analysis, and reporting of ESG data can provide Calvert with a competitive advantage. Utilizing AI and machine learning to identify companies with strong ESG practices can enhance the fund's investment process and improve its performance. The implementation of advanced ESG data analytics can take 12-18 months, but it can lead to more informed investment decisions and better risk management.
- Regulatory Support for ESG Investing: Favorable regulatory policies and incentives for ESG investing can further drive the growth of Calvert US Large Cap Growth Rspnb Idx I. Governments around the world are increasingly implementing policies to promote sustainable finance and encourage companies to adopt ESG practices. These policies can create a more favorable environment for ESG-focused funds and attract more investors. The timeline for regulatory changes is uncertain, but any positive developments in this area would be a significant catalyst for growth.
What Opportunities Does CGJIX Have?
- Increasing adoption of ESG investing globally.
- Expansion of ESG-related product offerings.
- Partnerships with other ESG-focused organizations.
- Technological advancements in ESG data analysis.
What Threats Does CGJIX Face?
- Increased competition from other ESG-focused funds.
- Changes in regulatory policies regarding ESG investing.
- Market downturns affecting large-cap growth stocks.
- Potential for greenwashing or misrepresentation of ESG practices.
What Are CGJIX's Competitive Advantages?
- Strong brand reputation of Calvert in responsible investing.
- Established track record of managing ESG-focused funds.
- Passive investment strategy provides cost efficiency.
- Alignment with the Calvert Principles for Responsible Investment offers a unique value proposition.
What Does CGJIX Do?
Calvert US Large Cap Growth Rspnb Idx I is a mutual fund managed by Calvert Research and Management. The fund is designed to track the performance of the Calvert US Large Cap Growth Responsible Index, which comprises large-cap growth companies operating in a manner consistent with The Calvert Principles for Responsible Investment. These principles emphasize environmental, social, and governance (ESG) factors, ensuring that the fund's investments align with responsible business practices. The fund invests in the common stock of companies within the index, holding each stock in approximately the same proportion as its representation in the index. This approach aims to replicate the index's performance closely. Calvert US Large Cap Growth Rspnb Idx I typically invests at least 95% of its net assets, including borrowings for investment purposes, in securities contained within the index. This high allocation ensures that the fund remains closely aligned with its stated investment objective. Calvert Research and Management, the fund's manager, has a long history of responsible investing. The firm integrates ESG considerations into its investment process, seeking to identify companies that demonstrate strong performance in these areas. By focusing on responsible investing, Calvert aims to provide investors with opportunities to align their investments with their values while pursuing financial returns. The fund's investment strategy is passive, aiming to mirror the index rather than actively select individual stocks. This approach typically results in lower management fees compared to actively managed funds. As of 2026, Calvert US Large Cap Growth Rspnb Idx I manages approximately $0.96 billion in assets. The fund is available to a wide range of investors, including individuals and institutions, who are seeking exposure to large-cap growth companies with a focus on responsible investment.
What Products and Services Does CGJIX Offer?
- Invests in common stock of large-cap growth companies.
- Tracks the performance of the Calvert US Large Cap Growth Responsible Index.
- Focuses on companies adhering to The Calvert Principles for Responsible Investment (ESG).
- Invests at least 95% of net assets in securities within the index.
- Provides investors with exposure to ESG-focused large-cap growth companies.
- Offers a passively managed investment strategy.
How Does CGJIX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to replicate the performance of the Calvert US Large Cap Growth Responsible Index.
- Attracts investors seeking ESG-focused investment options.
- Operates as a mutual fund, pooling money from multiple investors.
What Industry Does CGJIX Operate In?
Calvert US Large Cap Growth Rspnb Idx I operates within the asset management industry, specifically targeting the growing segment of responsible investing. The fund competes with other ESG-focused funds and traditional large-cap growth funds. The asset management industry is experiencing a shift towards sustainable and responsible investing, driven by increasing awareness of environmental and social issues. This trend is expected to continue, with ESG assets under management projected to grow significantly in the coming years. Competitors like BAMPX, CGJAX, EEMAX, FAMEX, and FCIRX also operate in this space, offering various approaches to ESG investing.
Who Are CGJIX's Key Customers?
- Individual investors seeking ESG-aligned investments.
- Institutional investors with ESG mandates.
- Retirement plans offering ESG investment options.
- Financial advisors recommending ESG funds to clients.
CGJIX Financials
CGJIX Latest News
No recent news available for CGJIX.
CGJIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CGJIX.
Price Targets
Wall Street price target analysis for CGJIX.
CGJIX MoonshotScore
What does this score mean?
The MoonshotScore rates CGJIX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Calvert US Large Cap Growth Rspnb Idx I Financial Services Stock: Key Questions Answered
What does Calvert US Large Cap Growth Rspnb Idx I do?
Calvert US Large Cap Growth Rspnb Idx I is a mutual fund that invests in the common stock of large-cap growth companies that operate their businesses in a manner consistent with The Calvert Principles for Responsible Investment. The fund seeks to replicate the performance of the Calvert US Large Cap Growth Responsible Index. It provides investors with exposure to companies demonstrating strong environmental, social, and governance (ESG) practices, aligning financial returns with responsible business conduct. The fund's passive management strategy aims to mirror the index's composition, offering a cost-effective way to invest in ESG-focused large-cap growth stocks.
What do analysts say about CGJIX stock?
AI analysis is pending for CGJIX. Generally, analysts covering funds like CGJIX focus on factors such as the fund's expense ratio, tracking error relative to its benchmark index, and the overall performance of the large-cap growth sector. The increasing interest in ESG investing is also a key consideration, as it can drive demand for funds like CGJIX. Investors should monitor analyst reports for updates on these factors and the fund's long-term performance potential. Analyst ratings and price targets are not directly applicable to mutual funds like CGJIX, but their commentary on the underlying holdings and sector trends can provide valuable insights.
What are the main risks for CGJIX?
The main risks for CGJIX include market risk, which is the potential for losses due to downturns in the overall stock market, particularly within the large-cap growth sector. The fund is also subject to ESG risk, which is the possibility that companies held in the fund may not adhere to ESG principles as strictly as perceived, or that ESG factors may not translate into financial performance. Competition from other ESG-focused funds is another risk, as is the potential for changes in regulatory policies regarding ESG investing. Additionally, the fund's passive management strategy means that it will replicate the index's performance, both positive and negative, limiting its ability to outperform the market.
What are the key factors to evaluate for CGJIX?
Evaluating CGJIX involves reviewing fundamentals, analyst consensus, and risk factors. Key strength: Strong focus on ESG investing aligns with growing investor demand. Primary risk to monitor: Market downturns affecting large-cap growth stocks. This is not financial advice.
How frequently does CGJIX data refresh on this page?
CGJIX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven CGJIX's recent stock price performance?
Recent price movement in Calvert US Large Cap Growth Rspnb Idx I (CGJIX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Strong focus on ESG investing aligns with growing investor demand. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider CGJIX overvalued or undervalued right now?
Determining whether Calvert US Large Cap Growth Rspnb Idx I (CGJIX) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying CGJIX?
Before investing in Calvert US Large Cap Growth Rspnb Idx I (CGJIX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
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 CGJIX, limiting the depth of insights.
- Financial data based on available information as of 2026-03-17.