Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) Stock Analysis
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 Fund Class A (CSXAX) trades at $61.86. Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) seeks to mirror the Calvert US Large-Cap Core Responsible… Market cap: $6.51B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 16, 2026Analyst Coverage for CSXAX: CSXAX 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 CSXAX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CSXAX: 1/3 scored disciplines lean bearish. Dominant signal: Ray Dalio bullish.
How is this calculated? →Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) Financial Services Profile
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) provides investors with exposure to large-cap U.S. equities screened for environmental, social, and governance (ESG) factors. The fund aims to replicate the performance of the Calvert US Large-Cap Core Responsible Index, offering a blend of financial returns and responsible investing.
What Is the Investment Thesis for CSXAX?
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) presents a compelling investment for ESG-focused investors seeking exposure to large-cap U.S. equities. With a dividend yield of 5.08%, the fund offers a steady income stream. The fund's investment strategy, which focuses on tracking the Calvert US Large-Cap Core Responsible Index, ensures diversification and alignment with responsible investment principles. A potential growth catalyst is the increasing demand for ESG investments, which could drive inflows into the fund. However, investors should be aware of the fund's beta of 1.07, indicating slightly higher volatility compared to the market. The fund's profit margin of 11.1% and gross margin of 100.0% reflect efficient operations.
Based on FMP financials and quantitative analysis
CSXAX Key Highlights
Market Cap: $5.99B, indicating a substantial presence in the large-cap equity market.
- Profit Margin: 11.1%, reflecting the fund's ability to generate profits from its operations.
- Gross Margin: 100.0%, highlighting the efficiency of the fund's investment strategy.
- Beta: 1.07, suggesting slightly higher volatility compared to the overall market.
- Dividend Yield: 5.08%, providing investors with a significant income stream.
Who Are CSXAX's Competitors?
CSXAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ALARX Alger Capital Appreciation Institutional Fund Class I | $61.01 | -0.41% | $6.59B | 44 |
| AMAGX Amana Mutual Funds Trust - Growth Fund | $106.43 | -0.78% | $6.84B | 47 |
| AMIGX Amana Growth Fund Institutional Class | $107.40 | -0.79% | $6.92B | 47 |
| ARTIX Artisan International Fund Inv Shs | $34.23 | -0.38% | $6.68B | 57 |
| FSKLX Fidelity SAI Intl Low Volatil Idx | $14.19 | -0.14% | $7.59B | 47 |
| VCTR Victory Capital Holdings, Inc. | $113.08 | -2.36% | $7.07B | 98 |
| HLNE Hamilton Lane Incorporated | $104.06 | -0.76% | $5.78B | 90 |
| OTF Blue Owl Technology Finance Corp. | $11.16 | +0.36% | $5.16B | 75 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSXAX's Key Strengths?
Strong focus on ESG investing.
- Diversified portfolio of large-cap U.S. equities.
- Established brand reputation.
- High Gross Margin.
What Are CSXAX's Weaknesses?
Potential for underperformance compared to non-ESG funds.
- Dependence on the performance of the Calvert US Large-Cap Core Responsible Index.
- Limited flexibility in investment strategy.
What Could Drive CSXAX Stock Higher?
Increasing investor demand for ESG-focused investment options will likely drive inflows.
- Growing awareness of environmental and social issues will continue to fuel the expansion of the ESG market.
- Potential regulatory changes favoring ESG investments could further boost the fund's performance.
- The fund's high dividend yield of 5.08% will attract income-seeking investors.
- Continued focus on responsible investment principles will enhance the fund's reputation and attract socially conscious investors.
What Are the Key Risks for CSXAX?
Market volatility could negatively impact the fund's performance.
- Changes in ESG regulations could affect the fund's investment strategy.
- Increased competition from other ESG funds could reduce the fund's market share.
- Underperformance compared to non-ESG funds could deter some investors.
- Dependence on the Calvert US Large-Cap Core Responsible Index limits investment flexibility.
What Are the Growth Opportunities for CSXAX?
- Increased Demand for ESG Investments: The growing awareness of environmental and social issues is driving demand for ESG investments. As more investors seek to align their investments with their values, funds like CSXAX are likely to benefit from increased inflows. This trend is expected to continue as younger generations, who are more likely to prioritize ESG factors, become a larger part of the investor base. Timeline: Ongoing.
- Expansion of ESG Indices: The development and adoption of new ESG indices are creating new opportunities for funds like CSXAX. As more indices are created, the fund can expand its investment universe and offer investors exposure to a wider range of ESG-focused companies. The expansion of ESG indices is also driving innovation in the asset management industry, leading to the development of new and more sophisticated ESG investment strategies. Timeline: Ongoing.
- Partnerships with Financial Advisors: Partnering with financial advisors can help CSXAX reach a wider audience of investors. Financial advisors play a key role in helping investors make informed investment decisions, and they can be a valuable channel for distributing ESG investment products. By partnering with financial advisors, CSXAX can increase its visibility and attract new investors who are seeking to align their investments with their values. Timeline: Ongoing.
- Development of New ESG Products: Developing new ESG products can help CSXAX attract a wider range of investors. By offering a variety of ESG investment options, the fund can cater to different investor preferences and risk tolerances. New ESG products could include thematic funds focused on specific environmental or social issues, such as climate change or gender equality. The development of new ESG products can also help CSXAX differentiate itself from its competitors. Timeline: Ongoing.
- Increased Regulatory Focus on ESG: The increasing regulatory focus on ESG is creating new opportunities for funds like CSXAX. As regulators around the world introduce new rules and regulations related to ESG, companies are becoming more transparent about their environmental and social performance. This increased transparency is making it easier for investors to assess the ESG risks and opportunities associated with different companies. The regulatory focus on ESG is also driving demand for ESG investment products. Timeline: Upcoming.
What Are CSXAX's Competitive Advantages?
- Established brand reputation in ESG investing.
- Adherence to the Calvert Principles for Responsible Investment.
- Low expense ratio compared to actively managed ESG funds.
- Diversified portfolio of large-cap U.S. equities.
What Does CSXAX Do?
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) is an index fund managed by Calvert Research and Management. The fund was created to provide investors with a way to invest in large-capitalization U.S. companies that meet certain environmental, social, and governance (ESG) criteria. The fund seeks to track the performance of the Calvert US Large-Cap Core Responsible Index, which is composed of the common stocks of large companies that operate their businesses in a manner consistent with the Calvert Principles for Responsible Investment. These principles emphasize environmental stewardship, social responsibility, and ethical governance. The fund invests at least 95% of its net assets in securities contained in the index. This high level of investment ensures that the fund closely mirrors the performance of its benchmark. The index is designed to exclude companies involved in certain controversial activities, such as the production of weapons, tobacco, and fossil fuels. This exclusion process aligns the fund with the values of socially responsible investors. CSXAX offers investors a diversified portfolio of large-cap U.S. stocks, providing exposure to a broad range of industries and sectors. The fund's focus on ESG factors may appeal to investors who are seeking to align their investments with their values. The fund is available to investors through various channels, including brokerage accounts and retirement plans. As of today, 2026-03-16, the fund continues to be a prominent option for investors seeking responsible investment opportunities in the large-cap equity space.
What Products and Services Does CSXAX Offer?
- Track the performance of the Calvert US Large-Cap Core Responsible Index.
- Invest in large-capitalization stocks that meet ESG criteria.
- Exclude companies involved in controversial activities, such as weapons and tobacco.
- Provide investors with a diversified portfolio of U.S. equities.
- Offer a way to invest in companies that operate in a responsible manner.
- Generate returns that align with the performance of the index.
How Does CSXAX Make Money?
- Generate revenue through management fees charged to investors.
- Track the Calvert US Large-Cap Core Responsible Index.
- Invest in securities that align with the index's ESG criteria.
What Industry Does CSXAX Operate In?
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) operates within the asset management industry, which is experiencing significant growth in ESG investing. The increasing awareness of environmental and social issues is driving demand for responsible investment products. The competitive landscape includes both traditional asset managers and specialized ESG funds. CSXAX differentiates itself by focusing on large-cap U.S. equities and adhering to the Calvert Principles for Responsible Investment.
Who Are CSXAX's Key Customers?
- Individual investors seeking ESG investments.
- Institutional investors with ESG mandates.
- Financial advisors recommending ESG funds.
- Retirement plans offering ESG investment options.
Financial Health
Calvert US Large Cap Core Responsible Index Fund Class A's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.22 places it in the safe zone, indicating low near-term bankruptcy risk.
Key Financial Metrics
Return on equity for Calvert US Large Cap Core Responsible Index Fund Class A stands at 23.2%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 7.3%, showing how much profit it generates from its asset base. Its free cash flow yield is 15.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.29 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) Valuation Context
Valued at $6.51B, CSXAX is classified as a mid-cap stock.
CSXAX Financials
Bull Case vs Bear Case
Bull Case
- Strong focus on ESG investing.
- Diversified portfolio of large-cap U.S. equities.
- Established brand reputation.
- High Gross Margin.
Bear Case
- Potential for underperformance compared to non-ESG funds.
- Dependence on the performance of the Calvert US Large-Cap Core Responsible Index.
- Limited flexibility in investment strategy.
- Potential: Market volatility could negatively impact the fund's performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
CSXAX Latest News
No recent news available for CSXAX.
CSXAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CSXAX.
Price Targets
Wall Street price target analysis for CSXAX.
CSXAX MoonshotScore
What does this score mean?
The MoonshotScore rates CSXAX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
What Investors Ask About Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) — Financial Services
What does Calvert US Large Cap Core Responsible Index Fund Class A do?
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) is designed to track the performance of the Calvert US Large-Cap Core Responsible Index. It invests primarily in large-cap U.S. companies that meet specific environmental, social, and governance (ESG) criteria.
What are the main risks for CSXAX?
The main risks for Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) include market risk, which affects all equity investments. The fund's focus on ESG factors may lead to underperformance compared to non-ESG funds during periods when ESG stocks are out of favor. Changes in ESG regulations or investor sentiment could also impact the fund's performance.
How does Calvert US Large Cap Core Responsible Index Fund Class A incorporate ESG factors into its investment process?
Calvert US Large Cap Core Responsible Index Fund Class A integrates environmental, social, and governance (ESG) factors by tracking the Calvert US Large-Cap Core Responsible Index. This index uses specific ESG criteria to select companies that demonstrate responsible business practices. The fund excludes companies involved in certain controversial activities, such as the production of weapons, tobacco, and fossil fuels.
What regulatory challenges does Calvert US Large Cap Core Responsible Index Fund Class A face?
Calvert US Large Cap Core Responsible Index Fund Class A faces regulatory challenges related to the evolving landscape of ESG investing. Increased scrutiny from regulators regarding ESG claims and disclosures requires the fund to maintain transparency and accuracy in its reporting. Compliance with new regulations, such as those related to sustainable finance and climate risk, may increase compliance costs.
What are the key factors to evaluate for CSXAX?
Evaluate CSXAX on fundamentals, analyst consensus, and risk factors. Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) presents a compelling investment for ESG-focused investors seeking exposure to large-cap U.S. Not financial advice.
How frequently does CSXAX data refresh on this page?
CSXAX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CSXAX's recent stock price performance?
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on ESG investing. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CSXAX overvalued or undervalued right now?
Calvert US Large Cap Core Responsible Index Fund Class A (CSXAX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. 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 is pending, which could provide further insights.
- The information provided is based on available data and may be subject to change.