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Calvert U.s. Large Cap Value Responsible Index Fund Class A: (MF: CFJAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:29 PM ET

$34.52 USD

+0.07 (0.20%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.55 27
3 months 7.79 20
6 months 12.26 21
1 Year 17.58 35
3 Year 14.52 63
5 Year 10.06 70
10 Year 11.74 56

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.06
5 Year 8.74
10 Year 9.87
Since Inception 8.88

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.00 5.43 5.36 3.68
2024 8.41 -3.09 10.26 -1.27
2023 -0.62 2.75 -3.96 11.68
2022 -4.16 -13.37 -5.47 12.30
2021 11.43 4.55 -0.84 7.35

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.5516.3414.369.52-11.8724.028.7529.07-10.3214.7316.77
% Total Return Rel to Index 2.57-1.87-10.66-16.716.33-4.65-9.64-2.41-5.93-7.054.84
% Total Return Rel to Peer 1.111.28-1.48-5.75-1.08-0.310.543.43-2.76-2.675.45
% Perf Quintile vs Peer* 2.003.000.004.003.004.003.002.005.004.001.00
% Dividends 0.000.660.620.530.490.370.330.330.340.340.35
% Yield 0.001.731.801.981.731.101.181.271.621.371.59
Capital Gains ($) 0.002.401.320.000.000.880.100.150.571.160.05
Expense Ratio 0.000.490.490.490.490.490.490.510.570.570.00

* 1 = Top 20%, 5 = Bottom 20%