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CCTGX

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Analysis and statistics

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About

CCTGX.US refers to the Calvert US Large-Cap Core Responsible Index Fund. This is a mutual fund offered by Calvert Research and Management, a firm known for its focus on responsible and sustainable investing. The fund aims to track the performance, before fees and expenses, of the Calvert US Large-Cap Core Responsible Index. This index is designed to represent the performance of U.S. large-capitalization companies that meet certain environmental, social, and governance (ESG) criteria, while also excluding companies with significant involvement in certain controversial business activities.
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Factors

Fund Performance: Strong historical returns attract investors, increasing demand and price.

Market Conditions: Broad market upswings lift most funds; downturns depress prices.

Interest Rates: Rising rates can make bond alternatives more attractive, affecting demand.

Fund Manager Skill: A talented manager can outperform benchmarks, boosting fund value.

Expense Ratio: Lower expenses can improve returns and make the fund more appealing.

Asset Allocation: How the fund invests impacts risk and reward, influencing price.

Investor Sentiment: General optimism or pessimism toward specific sectors can affect price.

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