A Calvert fund is giving investors a sustainable way to play this year's technology rebound.
The firm's U.S. Large Cap Growth Responsibility Index (CGJAX) is up 27% this year, rallying in near harmony with growth stocks.
'Consistent approach' Fitting of any growth fund, a handful of large tech names are among the biggest holdings as of June 30, per Morningstar.
"This fund still offers a broadly diversified option for investors looking for a balance between ESG and growth stocks," Tran wrote when rating the fund at the end of last year.
The fund also benefits from having a more data-driven approach to picking stocks, Huang wrote.
Persons:
Calvert, Russell, Morningstar, —, Jade Huang, Huang, Lan Anh Tran, Tran
Organizations:
Apple, Microsoft, Nvidia, Facebook, Tesla, Nasdaq, Morningstar, Russell, Federal Reserve
Locations:
Calvert