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CCATX

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Analysis and statistics

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About

CCATX.US represents the Calvert US Large Cap Core Responsible Index Fund. This fund is a mutual fund offered by Calvert Research and Management. The fund seeks to track the investment results of the Calvert US Large-Cap Core Responsible Index, which is composed of large-capitalization U.S. equity securities that meet specified environmental, social, and governance (ESG) criteria. It aims to provide investors with exposure to the large-cap U.S. equity market while incorporating responsible investing principles. Investors looking for potentially sustainable and diversified exposure to large-cap U.S. stocks might consider CCATX.
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Factors

Here is a response in the requested format: Market Interest Rates: Rising rates decrease bond values, lowering CCATX's price.

Credit Quality: Downgrades of bonds in CCATX's portfolio reduce its price.

Inflation Expectations: Higher inflation erodes bond values, impacting CCATX negatively.

Economic Growth: Strong growth can lead to higher rates, reducing CCATX's appeal.

Fund Management: Poor investment decisions by CCATX's managers lower its performance.

Supply and Demand: High demand for CCATX units can increase its price.

Expense Ratio: A high expense ratio can detract from overall returns.

Duration: CCATX's duration measures sensitivity to interest rate changes.

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