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Calvert U.s. Large Cap Growth Responsible Index Fund Class A: (MF: CGJAX)

(NASDAQ Mutual Funds) As of May 29, 2026 04:41 PM ET

$82.87 USD

+0.35 (0.42%)

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 Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 4.93 48
3 months 5.00 25
6 months 3.76 58
1 Year 30.26 32
3 Year 22.44 21
5 Year 12.14 16
10 Year 16.94 6

* 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 Apr 30, 2026

1 Year 11.20
5 Year 9.80
10 Year 14.97
Since Inception 13.91

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -6.61 NA NA NA
2025 -8.38 13.56 7.41 2.26
2024 10.58 5.77 4.70 4.03
2023 12.78 11.26 -4.06 13.25
2022 -8.59 -19.70 -4.02 3.60
2021 1.80 10.13 1.16 10.90

Annual Return

20262025202420232022202120202019201820172016
% Total Return 4.9314.2727.4136.34-27.0125.7838.3035.010.3526.984.03
% Total Return Rel to Index -2.27-3.942.3910.10-8.81-2.8919.903.524.755.19-7.90
% Total Return Rel to Peer -2.941.568.0213.34-7.313.7218.386.587.226.31-3.78
% Perf Quintile vs Peer* 4.003.001.001.004.003.001.001.001.002.004.00
% Dividends 0.000.160.220.180.130.100.140.170.190.190.15
% Yield 0.210.200.310.270.310.180.310.490.730.700.74
Capital Gains ($) 0.001.951.020.000.000.790.560.291.140.330.00
Expense Ratio 0.000.490.490.490.490.490.490.510.570.570.57

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