Calvert US Mid-Cap Core Responsible Index ETF CVMC

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Morningstar’s Analysis CVMC

Will CVMC outperform in the future?

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

Well-constructed mid-cap exposure for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Calvert US Mid-Cap Core Responsible Index balances broad exposure to US mid-cap stocks with an environmental, social, and governance focus. Its ESG mandate may influence its performance for better or worse, but a low-cost diversified portfolio should offer an edge.

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Portfolio Holdings CVMC

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co

0.61 644,457
Technology

PACCAR Inc

0.59 616,927
Industrials

Target Corp

0.58 607,028
Consumer Defensive

Morgan Stanley Instl Lqudty Govt Instl

0.57 601,881
Cash and Equivalents

Arthur J. Gallagher & Co

0.56 585,101
Financial Services

Nucor Corp

0.53 555,594
Basic Materials

Dominion Energy Inc

0.51 536,764
Utilities

Delta Air Lines Inc

0.51 535,679
Industrials

AMETEK Inc

0.51 534,386
Industrials

Teradyne Inc

0.50 528,348
Technology

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