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CFSSX

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Analysis and statistics

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About

CFSSX is the ticker symbol for the Calvert Social Index Fund Class A, a mutual fund managed by Calvert Research and Management. The fund seeks to track the performance of the Calvert Social Index, which is composed of U.S. companies that demonstrate positive environmental, social, and governance (ESG) characteristics. It provides investors with exposure to a diversified portfolio of socially responsible companies within the U.S. equity market.
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Factors

Expense Ratio: A higher expense ratio directly reduces the fund's returns, impacting its price.

Fund Performance: Strong historical performance attracts investors, increasing demand and price.

Market Conditions: Overall market trends (bull or bear) influence investor sentiment and fund value.

Interest Rates: Rising interest rates can make bonds less attractive, potentially lowering the fund's price.

Credit Risk: Concerns about bond issuers defaulting can decrease the fund's value and price.

Liquidity: Difficulty in buying or selling fund shares impacts the price due to supply and demand.

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