Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)
Assets | $30.49M |
Expense Ratio | 0.14% |
PE Ratio | 26.39 |
Shares Out | n/a |
Dividend (ttm) | $0.71 |
Dividend Yield | 1.16% |
Ex-Dividend Date | Dec 18, 2023 |
Payout Ratio | 30.58% |
1-Year Return | n/a |
Volume | 5,890 |
Open | 61.30 |
Previous Close | 61.36 |
Day's Range | 61.24 - 61.32 |
52-Week Low | 48.54 |
52-Week High | 61.44 |
Beta | n/a |
Holdings | 350 |
Inception Date | Jan 30, 2023 |
About CDEI
Fund Home PageThe Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks a market-cap-weighted, ESG-screened index of large-cap stocks from the US. Company selection emphasize those invested in employee diversification practices. CDEI was launched on Jan 30, 2023 and is issued by Morgan Stanley.
Top 10 Holdings
43.85% of assetsName | Symbol | Weight |
---|---|---|
Apple Inc. | AAPL | 14.43% |
Microsoft Corporation | MSFT | 13.17% |
Broadcom Inc. | AVGO | 2.47% |
Eli Lilly and Company | LLY | 2.37% |
JPMorgan Chase & Co. | JPM | 2.34% |
UnitedHealth Group Incorporated | UNH | 2.32% |
Visa Inc. | V | 1.97% |
Mastercard Incorporated | MA | 1.70% |
The Home Depot, Inc. | HD | 1.67% |
Costco Wholesale Corporation | COST | 1.42% |
Dividends
Ex-Dividend | Amount | Pay Date |
---|---|---|
Dec 18, 2023 | $0.25829 | Dec 22, 2023 |
Sep 18, 2023 | $0.19545 | Sep 22, 2023 |
Jun 20, 2023 | $0.16945 | Jun 26, 2023 |
Mar 20, 2023 | $0.08639 | Mar 24, 2023 |
News
Despite Criticism, ESG Is Mainstream and Desired
Arguably, no investing style has been on the receiving end of as much criticism as environmental, social, and governance (ESG) investing. For its supporters and those interested in implementing its be...
Workplace Gender Equality Still Prominent Issue
Diversification and gender equality in the workplace remains a marquee issue at companies of all stripes, particularly at those that are publicly traded. As such, there are related investment implicat...
ESG Backlash Loud, But Not Preventing Adoption
Critics of ESG investing and standards are nothing if not vocal. That can be a reminder that simply because someone is loud doesn't mean they're always worth paying attention to.
Work to Be Done to Improve ESG Adoption
ESG isn't a new concept. In recent years, it's gained more attention and assets thanks partly to the proliferation of related ETFs.
ETFs Matter in Future of ESG Investing
The concepts of ESG and sustainable investing are rapidly evolving. This is prompting many advisors and investors to ponder what the future holds for these investing styles.
Evaluating Links Between DEI and Investment Returns
Diversity, equity, and inclusion as an investment style stems from broader evolution in the environmental, social, and governance (ESG) space. As such, DEI as a foundation for securities selection is ...
Why ESG Investing Still Matters
Environmental, social, and governance policies and investing have become targets of political derision. That doesn't dampen the need for corporations and governments to pursue agendas tied to climate ...
Consider CDEI for Values-Based Investing
More investors, particularly those in the millennial and Gen Z demographics, are looking to invest in accordance with personal values. The recent proliferation of environmental, social, and governance...
An ETF for More Emphasis on the “S” in ESG
If there's one element in the environmental, social, and governance (ESG) equation that companies, governments, fund issuers, and asset allocators have long grappled with, it's the “S.” That's not sur...
Equal Pay Prime Opportunity for Boosting ‘S' in ESG
Amid evolution in the environmental, social, and governance (ESG) space, focus is shifting to the “social” aspect. In fact, more asset allocators and fund managers are demanding that companies place m...
With More Focus on the S in ESG, Consider This ETF
With more scrutiny on environmental, social, and governance (ESG) as a corporate methodology and as an investing style, asset allocators are demanding more action on the social and governance fronts. ...
DEI Has Investment Merit
When it comes to environmental, social, and governance (ESG), professional and retail investors alike are demanding more on the social and governance fronts. That stands to reason, because the “E” get...
ETFs Boost Access to Sustainable Investing Strategies
Some companies have impressive environmental, social, and governance (ESG) and sustainable investing resumes. Others are working on it, while others could take a while to make related improvements.
Calvert and Morgan Stanley Are Thinking Long-Term on ESG
Anthony Rochte, Morgan Stanley managing director, global head of ETFs, joined senior responsible investment strategy specialist Lenore Reiner and Calvert Research and Management chairman John Streur t...
Dave Nadig Shares Insights From Exchange and More on “ETF Edge”
ETF Edge, hosted by Bob Pisani, was live from Exchange in Miami and featured Dave Nadig, financial futurist at Vettafi, alongside Vance Barse, founder of Your Dedicated Fiduciary, and Anthony Rochte, ...
Morgan Stanley Launches 6 Calvert ESG Funds
Morgan Stanley Investment Management (MSIM) announced the launch of six Calvert exchange traded funds on NYSE Arca. The ETF product suite features Calvert Research and Management's approach to respons...
Morgan Stanley Crashes the ETF Party With ESG
With today's launch of six ETFs, Morgan Stanley is more than the latest sizable asset manager to meet advisors where they are putting client money to work. The move also represents an opportunity to d...