Morningstar

Calvert US Large-Cp Div, Eq AndIncETF CDEI

Morningstar Medalist Rating
Medalist Rating as of | See Morgan Stanley Investment Hub

Morningstar’s Analysis CDEI

Will CDEI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDEI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDEI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDEI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Calvert US Large-Cp Div, Eq AndIncETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CDEI

More CDEI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.88 2.2 Mil
Technology

Microsoft Corp

9.06 1.8 Mil
Technology

NVIDIA Corp

8.38 1.7 Mil
Technology

Alphabet Inc Class A

5.58 1.1 Mil
Communication Services

Broadcom Inc

2.57 522,809
Technology

Eli Lilly and Co

2.25 458,203
Healthcare

JPMorgan Chase & Co

2.22 451,817
Financial Services

Visa Inc Class A

1.93 392,738
Financial Services

UnitedHealth Group Inc

1.55 315,490
Healthcare

Mastercard Inc Class A

1.45 295,585
Financial Services

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