Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI)

NYSEARCA: CDEI · IEX Real-Time Price · USD
61.24
-0.12 (-0.19%)
At close: Dec 29, 2023, 4:00 PM
61.25
0.00 (0.00%)
After-hours: Dec 29, 2023, 8:00 PM EST
-0.19%
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 Page

The 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.

Asset Class Equity
Region North America
Stock Exchange NYSEARCA
Ticker Symbol CDEI
ETF Provider Morgan Stanley
Index Tracked Calvert US Large-Cap Diversity, Equity and Inclusion Index

Top 10 Holdings

43.85% of assets
Name 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%
View More Holdings

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
Full Dividend History

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...

Other symbols: CVMCCVSBCVSE
6 weeks ago - ETF Trends

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...

7 weeks ago - ETF Trends

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.

Other symbols: CVMCCVSBCVSE
2 months ago - ETF Trends

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.

Other symbols: CVMCCVSBCVSE
2 months ago - ETF Trends

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.

Other symbols: CVSBCVSE
2 months ago - ETF Trends

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 ...

3 months ago - ETF Trends

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 ...

Other symbols: CVLCCVMCCVSE
3 months ago - ETF Trends

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...

4 months ago - ETF Trends

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...

5 months ago - ETF Trends

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...

7 months ago - ETF Trends

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. ...

7 months ago - ETF Trends

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...

8 months ago - ETF Trends

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.

Other symbols: CVIECVLCCVMCCVSBCVSE
9 months ago - ETF Trends

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...

Other symbols: CVSB
11 months ago - ETF Trends

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, ...

Other symbols: CVIECVSBCVSEJNK
11 months ago - ETF Trends

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...

Other symbols: CVIECVLCCVMCCVSBCVSE
11 months ago - ETF Trends

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...

Other symbols: CVIECVMCCVSE
11 months ago - ETF Trends

Morgan Stanley Unveils 6 ESG Exchange-Traded Funds

Morgan Stanley MS +1.02% is expanding further into retail investing with its first exchange-traded funds, but faces a crowded field where legions of ETFs struggle to gain traction.

Other symbols: CVIECVLCCVMCCVSBCVSE
11 months ago - Barrons